Senior Financial Planner - Inherited HNW Book; Hybrid
Listed on 2026-10-07
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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.
We have an opening for a Senior Financial Planner
- Inherited HNW Book (Hybrid) in United Kingdom within Finance.
This is a genuine opening to take on the Senior Financial Planner
- Inherited HNW Book (Hybrid) role at Financial Planning Today.
As a Senior Financial Planner
- Inherited HNW Book (Hybrid), you will play an important part at Financial Planning Today in United Kingdom.
We invite applications for the Senior Financial Planner
- Inherited HNW Book (Hybrid) position located in United Kingdom.
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