Associate Financial Planner

Job Purpose

An exciting opportunity has arisen to join the Bracknell Financial Planning team, supporting a Senior Client Partner.  You will gain a hi-level of exposure to clients and work very closely alongside the Partner.    

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.