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Chartered Financial Planner – Thames Valley (hybrid working)

Key Job Features

Job Type: Permanent
Reference: 829
Location: Thames Valley
Other: + Bonus + Benefits


Our client, one of the UK’s leading, multi-office, Financial Planning firms, is seeking a high calibre Chartered Financial Planner (or close to attaining) to join their team and provide comprehensive, holistic financial planning service to an existing portfolio of HNW clients.

You will inherit an existing, sizeable client bank from the Regional Director, responsible for supporting new and existing clients with complex needs. This includes assisting clients in navigating tapered annual allowance, carry-forward, IHT mitigation and tax advantage investments, where required.  

Full paraplanning, administration and marketing support is provided.

To succeed in this role, you will need to will need to be a successful networker, with a strong track record of collaborating with professional introducers and be comfortable advising on complex and specialist matters. The company has an inclusive culture, and it vital that the individual is a team-player and committed to quality financial planning advice.

If you are driven, ambitious, take pride in the quality of your advice and are interested in finding out more, please email your CV to  or call Tim Terrell (01761 252 538) or John Anderson (01761 252 537) for an initial discussion.

£75,000 Basic + Bonus (£100,000 expected earnings for year 1) + Benefits

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