Financial Planner

ZipRecruiter; Marlow; Hybrid; GBP 100,000 - 120,000; Full time

Job summary

A leading Chartered Wealth Management firm in Marlow seeks an experienced Financial Planner to manage a portfolio of Ultra High Net Worth clients. This role offers a competitive salary, bonus structure, and equity potential, providing a clear path for career progression and mentorship opportunities.

Benefits

Bonus Structure

Equity Options

1:2:1 Paraplanning and Admin Support

Career Progression Opportunities

Qualifications

• Experience with HNW and UHNW clients providing holistic financial planning.
• Strong expertise in Estate Planning, Business Planning, Tax Advice, VCT, and EIS.

Responsibilities

• Manage an established book of HNW/UHNW clients.
• Provide exceptional client service with dedicated support.
• Mentor junior advisers and participate in investment committee.

Skills

Estate Planning

Business Planning

Tax Advice

VCT

EIS

Education

Chartered Financial Planner

Job description

Job Description

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 £2.5Million 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 optionsLucrative 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.