Financial Planner

Kirby & Knott Financial Planning Ltd provides clear, professional financial advice to help clients achieve their long-term aspirations. As an Appointed Representative of St. James’s Place Wealth Management plc, the firm advises exclusively on the Group’s wealth management products and services. Backed by a well-established and regulated financial services group, Kirby & Knott combines local, client-focused service with robust central support and resources.

The firm is registered in England and Wales and operates from its office in Gloucester. Team members join a practice that values integrity, clarity, and ongoing client relationships.

This is a full-time, Financial Planner role based in Newbury/Reading area. You will have the benefit of working with well-trained advice professionals using proven processes and the latest technology. Kirby & Knott Financial Planning will support you to ensure that client cases are processed efficiently and effectively. This will enable you to focus your time on face-to-face activity with clients, without being burdened with excessive administration.

You will be provided with a bank of clients.

This is a fantastic opportunity for an experienced financial adviser looking to take the next step in their career, working with a company that is committed to supporting you on your journey in a highly collaborative environment. An environment in which you can concentrate on what is important: providing true financial advice to clients to help them meet their needs and objectives.

• Someone who has a client-centric approach and mindset
• Someone who thrives on developing strong and lasting professional relationships with clients, both in person and remotely
• Someone who cares deeply about best practice, strong team spirit and positive client outcomes