Remote Financial Planner

Are you a Financial Planner looking to take your career to the next level?

We are working with a highly regarded, Chartered Wealth Management firm that is looking for an experienced Financial Planner to take on an established book of HNW / UHNW clients. With their existing Advisory team at full capacity, this is a rare opportunity to step into a well-managed portfolio and make an immediate impact. Typical clients have over £2.5

Million AUM and are business owners with complex planning needs.

The Opportunity:

Based in Marlow
, you’ll be joining a firm known for delivering bespoke financial planning solutions to Ultra High Net Worth (UHNW) clients. You’ll work three days a week in the office and two from home
, giving you the flexibility to thrive in both collaborative and independent settings.

You'll be supported by a dedicated Paraplanner and Administrator
, ensuring you can focus on providing exceptional client service without being bogged down by admin. Additionally, you'll have the opportunity to serve on the investment committee and play a key role in mentoring junior advisers within the team.

What’s on Offer?

Competitive Salary – £100,000 to £120,000, with flexibility + Bonus on top + Equity options
Lucrative Bonus Structure – Rewarding both client service and business development efforts.
Equity Potential – Be part of the firm’s long-term growth strategy, with future opportunities for equity participation.
Exceptional Support – 1:2:1 Paraplanning and Admin support, allowing you to focus on client relationships.
Career Progression – A place at the senior leadership table, with opportunities to shape the firm’s future direction.

Who We’re Looking For:

?? Chartered (or nearly Chartered and committed to completing).

?? Experience working with HNW and UHNW clients
, providing holistic financial planning.

?? Strong expertise in Estate Planning, Business Planning, Tax Advice, VCT, and EIS
.

?? A confident communicator, capable of building relationships with London-based business owners and entrepreneurs.

?? A team player who enjoys mentoring and contributing to the firm’s strategic vision.

If you’re looking for a highly rewarding role with an established book of clients and a clear path to equity, this is the opportunity for you.