A great opportunity for an experienced Financial Planning Manager to join a small highly established Financial Planning firm. RQF Level 4 Diploma qualified with a minimum of 5 years client facing experience. You will be familiar with a wide range of tax saving product solutions in pre and post retirement planning. You will work closely with the client's accountant's and must have experience in presenting and providing financial planning solutions to HNW individuals with portfolios of £40k million. This is well structured, well organised team with sound processes and great support.
The jobholder will be primarily office-based with most clients reviews taking place in the Berkshire offices. Some travel will be required to London and other locations as well as home visits. A full and clean UK driving license is therefore essential.
Benefits package includes: