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Hybrid Wealth Planner: Client-Focused Financial Planning

Job in Bracknell, Berkshire, RG12 0AB, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Bracknell seeks an experienced professional to support a Senior Client Partner. You will be responsible for building and maintaining trusted client relationships, delivering personalized financial planning advice, and ensuring client records are accurate. The role requires effective communication skills and a strong client service ethic. You’ll benefit from a competitive salary, private medical insurance, and a hybrid working model.

Join a team that values diversity and supports your growth and well-being.
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