Partner Financial Planning

We're seeking a talented individual to join our Financial Planning team in the Reading/M4 Corridor, to build and develop trusted relationships with current and potential clients, and provide Financial Planning and Wealth Management advice.

Requirements

• To look after and support client needs
• To build new client relationships and maintain and develop existing client relationships
• To structure and lead client meetings in a professional manner
• To ensure clients have the right advice to achieve their financial objectives
• To work in partnership with Investment Management and Professional Services colleagues
• To motivate, coach and develop team members
• To supervise direct reports

Benefits

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave