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Financial Consultant Financial Advisor Financial Analyst

Senior Partner — Wealth & Financial Planning Leader

Job in Bracknell, Berkshire, SL5 8RU, England, UK
Listing for: Evelyn Partners Limited
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A prominent wealth management firm is seeking a Partner Financial Planning professional to enhance client relationships and provide expert financial advice. This role focuses on developing personalized financial planning solutions, conducting annual reviews, and collaborating with stakeholders. Ideal candidates will possess a level 4 qualification or above and demonstrate strong business acumen and effective communication skills. The firm offers a competitive benefits package that includes private medical insurance and pension contributions.
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Position Requirements
10+ Years work experience
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