Senior Financial Planner

Senior Financial Planner - Bracknell

Salary: £85,000 - £100,000+

Location: Bracknell (Hybrid working available)

Type: Full-time

We're recruiting on behalf of a leading national wealth management firm seeking an experienced and motivated Senior Financial Planner to join their established Bracknell office.

This is an excellent opportunity for a high-performing adviser who thrives on business development and relationship building. The ideal candidate will be confident generating new business, expanding their client base, and delivering outstanding holistic advice to a diverse portfolio of HNW clients.

Key Responsibilities:

• Proactively generate and convert new business opportunities through networking, referrals, and professional partnerships.
• Manage and develop an existing client portfolio while delivering comprehensive financial planning across pensions, investments, protection, and tax planning.
• Collaborate closely with the investment management team to provide a seamless client experience.
• Contribute to the wider business plan and regional growth strategy.
• Maintain fully compliant and up-to-date client files at all times.

About You:

• Level 4 Diploma qualified (Chartered or working towards Level 6 preferred).
• Proven success in attracting and developing new clients while maintaining long-term relationships.
• Confident communicator with strong commercial awareness and a client-first mindset.
• Able to work independently, demonstrate initiative, and deliver advice on a fee basis.

Package & Benefits:

• Basic salary £85,000 - £100,000+
• Private medical insurance and life assurance
• Competitive pension contribution
• Hybrid working options
• Generous holiday allowance and additional benefits

If you're a driven Financial Planner with the ability to build strong client relationships and bring in new business, this is an outstanding opportunity to progress your career within a highly respected firm.