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Permanent

Senior Financial Planner

Financial Divisions
Newbury
money-bag £80000 Annual
Posted: 01 July 2026 (Today)
Closing date: 31 July 2026
Ref: 3130706555

Senior Financial AdviserManage 30 - 40 existing clientsWealth Management Firm near NewburyUp to £100k basic salary plus long term incentive schemesHybrid working and flexible hours is available once up and runningMy client is an independent financial advice business in Berkshire who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire. The business has a team of highly experienced Advisers working with 200+ HNW retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £300k - multiple millions. The business is privately owned and has very ambitious plans to expand and grow organically so if you''re looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you.The Managing Director is creating a brand-new role for a Senior Financial Planner who can manage an existing client bank of 30 - 40 clients. The expectation will be to build upon the client bank and generate some new business. The clients'' funds are held on a number of platforms such but primarily Fidelity Aviva, Royal London, Prudential etc. A very secure and rewarding role is on offer with an excellent benefits package and long-term incentive bonus scheme/structure. The Directors are looking to offer between £80k - £100k basic salary ..... full job details .....

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