Job Description Financial Planner — Inherit an Established Client Bank Reading (one day per week in the office) | Circa £90,000 + discretionary bonus + full benefits A long-standing Adviser at one of the UK's leading independent wealth management firms is preparing for a well-earned retirement — and the firm is looking for an experienced Financial Planner to step into those relationships and carry them forward. The clients are already here: high-net-worth individuals and families with established, ongoing planning needs. Your job is to become genuinely intertwined in their financial lives — to earn their trust through a careful handover, understand what matters to them, and deliver the same standard of advice they've enjoyed for years, with your own stamp on it. Managing a warm, established book of high-net-worth clients transitioning from a retiring Adviser, with a structured, supported handover Building deep, personal relationships — regular reviews, proactive planning conversations, and being the trusted first call for anything financial Delivering holistic financial planning across pensions and retirement, investments, IHT and estate planning, and protection Collaborating with professional partners — private client lawyers, accountants and tax advisers — where clients' affairs demand it No in-house products, no restricted panels. Advisers are given the freedom, knowledge and resources to recommend whatever is best for each client. Ambitious, positive, like-minded people who believe there's something better than the traditional model of financial advice — and have built an award-winning firm proving it. Pioneering digital onboarding, a client-led portal, automated ongoing suitability and enhanced reporting — all designed to maximise your time in front of clients, not paperwork. Discretionary bonus based on individual and firm performance ~ Hybrid working — just one day per week in the Reading office ~27 days' holiday plus bank holidays ~ Employer-funded health cover, income protection and 4x life assurance ~ Pension via salary exchange ~ Enhanced parental leave, fertility leave, volunteer leave and an employee assistance programme An experienced, Diploma-qualified (or Chartered) Financial Planner with a track record of advising high-net-worth clients Experience of inheriting or transitioning a client bank would be a real advantage, though it isn't essential
Private Client Financial Planner in Reading employer: Ortus PSR
This well-established national Financial Planning firm offers an exceptional opportunity for a Financial Planner in Sevenoaks, where you'll inherit a £100 million client book and enjoy a competitive salary with significant earning potential. The company fosters a supportive work culture that prioritises personal relationships with clients, ensuring continuity of care while providing robust professional development and resources to help you thrive in your role. With a hybrid working model and a commitment to understanding each client's unique story, this firm stands out as an excellent employer for those seeking meaningful and rewarding employment.
