Senior Financial Planner - Inherited HNW Book; Hybrid
Listed on 2026-09-29
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Financial Planning Today in Reading seeks an experienced Financial Planner to inherit an established client bank from a retiring adviser. You will manage a warm book of high-net-worth clients, delivering holistic planning across pensions, retirement, investments, IHT/estate planning and protection.
This role is relationship-led rather than business development, focusing on deep client relationships with regular reviews.
Consider building your career as a Senior Financial Planner
- Inherited HNW Book (Hybrid) at Financial Planning Today.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Financial Planner
- Inherited HNW Book (Hybrid) role in the description above.
We appreciate your interest in this position.
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