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Financial Consultant Financial Advisor

Senior Wealth Planning Partner — Client Advisory Leader

Job in Bracknell, Berkshire, SL5 8RU, England, UK
Listing for: Evelyn Partners Limited
Full Time position
Listed on 2026-01-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A prominent wealth management firm is looking for a Partner Financial Planning professional who will enhance client relationships and provide expert financial advice. The role focuses on developing personalized financial planning solutions and conducting annual reviews. Ideal candidates should have a level 4 qualification or above, demonstrating strong business acumen and effective communication skills. The firm 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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