FINANCIAL PLANNER - PRIVATE CLIENTS
£55,000 - £70,000 OTE | BONUS | BRACKNELL | HYBRID WORKING
This is an excellent opportunity for a Financial Planner or experienced Paraplanner to join a highly respected wealth management business in Bracknell, supporting a broad range of private clients whilst delivering holistic financial planning advice and ongoing relationship management.
You will be responsible for building and developing trusted relationships with an existing client base, ensuring clients receive tailored financial planning advice aligned to their objectives and circumstances. This is a desk-based advice role, offering the opportunity to focus on delivering high-quality advice and service without the pressure of business development targets.
Clients will be provided to you from day one, with additional clients introduced each year to help you continue growing and developing within the business. The company also offers an outstanding development and career progression programme, with the opportunity to progress into face-to-face HNW advisory work in the future, should this align with your long-term career aspirations.
The business offers a collaborative environment with strong internal support and the opportunity to work closely with Investment Management and Professional Services colleagues. You will also benefit from hybrid working, excellent long-term career potential, and a strong overall benefits package.
The role:
* Build and develop trusted relationships with existing private clients
* Deliver holistic financial planning and wealth management advice tailored to individual client needs
* Manage and maintain ongoing client relationships through high-quality service and regular reviews
* Lead professional client meetings, ensuring all advice is technically accurate, compliant, and suitable
* Support clients with areas such as retirement planning, inheritance planning, investments, and tax efficiency
* Conduct annual client reviews aligned to changing client objectives and risk profiles
* Work collaboratively with Investment Management and Professional Services teams to support client relationships
* Maintain accurate client records and ensure all documentation is up to date and compliant
* Operate within regulatory and risk management frameworks whilst maintaining excellent client outcomes
* Continue developing technical knowledge and professional capability through ongoing CPD
* Work within a desk-based advice environment with full support and no expectation to self-generate business
What we're looking for:
* A passionate Financial Planner with proven experience managing private client relationships
* Strong understanding of holistic financial planning solutions and advice processes
* Ability to analyse client information and provide suitable recommendations
* Excellent communication and interpersonal skills with a strong client service ethic
* Ability to work effectively under pressure and manage priorities independently
* Experience operating within a regulated financial services environment
* Level 4 Diploma qualified as a minimum, with aspirations towards Chartered status advantageous
* Maintains an up-to-date Statement of Professional Standing (SPS)
* Someone motivated by long-term development and progression within a high-quality advice business
What's on offer:
* OTE earning of £55,000 – £70,000
* Competitive bonus structure
* Private medical insurance
* Life assurance
* Pension contribution
* Generous holiday allowance with option to purchase additional holiday
* Shared parental leave
* Hybrid working model
* Full client bank provided, with additional clients added each year
* Outstanding development and career progression programme
* Opportunity to progress into face-to-face HNW advisory work over time
* Supportive and collaborative working environment
This is a fantastic opportunity for a Financial Planner seeking a role within a highly professional and client-focused environment, offering strong support, career progression, flexibility, and the opportunity to develop towards higher-net-worth advisory work within an established and respected business.
If this sounds like the right next step, please apply with a copy of your CV or get in touch directly for a confidential discussion.