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Financial Consultant Financial Advisor

Senior Partner, Financial Planning & Wealth Advisory

Job in Bracknell, Berkshire, SL5 8RU, England, UK
Listing for: Evelyn Partners Limited
Full Time position
Listed on 2026-01-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent wealth management firm in Bracknell is seeking a Partner Financial Planning professional to enhance client relationships and provide expert financial advice. The role requires developing personalized financial planning solutions, conducting annual reviews, and collaborating with stakeholders to achieve client goals. Ideal candidates will have a level 4 qualification or above, along with strong business acumen and effective communication skills.

The company offers a competitive benefits package, including private medical insurance and pension contributions.
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Position Requirements
10+ Years work experience
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