Financial Planner — Inherit an Established Client Bank

Reading (one day per week in the office) | Circa £90,000 + discretionary bonus + full benefits

There are advice roles, and then there are opportunities like this one.

A long-standing Adviser at one of the UK's leading independent wealth management firms is preparing for a well-earned retirement — and the firm is looking for an experienced Financial Planner to step into those relationships and carry them forward.

This is not a business development role. The clients are already here: high-net-worth individuals and families with established, ongoing planning needs. Your job is to become genuinely intertwined in their financial lives — to earn their trust through a careful handover, understand what matters to them, and deliver the same standard of advice they've enjoyed for years, with your own stamp on it.

If you're a relationship-led planner who takes pride in the depth of your client work rather than the size of your pipeline, this will suit you perfectly.

What you'll be doing

Managing a warm, established book of high-net-worth clients transitioning from a retiring Adviser, with a structured, supported handover
Building deep, personal relationships — regular reviews, proactive planning conversations, and being the trusted first call for anything financial
Delivering holistic financial planning across pensions and retirement, investments, IHT and estate planning, and protection
Working closely with an experienced paraplanning and administration team who keep the advice journey smooth and compliant
Collaborating with professional partners — private client lawyers, accountants and tax advisers — where clients' affairs demand it

Why this firm

Genuine independence. No in-house products, no restricted panels. Advisers are given the freedom, knowledge and resources to recommend whatever is best for each client.
A partnership-led culture. Ambitious, positive, like-minded people who believe there's something better than the traditional model of financial advice — and have built an award-winning firm proving it.
Technology that gives you time back. Pioneering digital onboarding, a client-led portal, automated ongoing suitability and enhanced reporting — all designed to maximise your time in front of clients, not paperwork.
Room to thrive. Structured support for qualifications and ongoing development, with informal learning sessions running throughout the year.

The package

Circa £90,000 basic, benchmarked annually
Discretionary bonus based on individual and firm performance
Hybrid working — just one day per week in the Reading office
27 days' holiday plus bank holidays
Employer-funded health cover, income protection and 4x life assurance
Pension via salary exchange
Enhanced parental leave, fertility leave, volunteer leave and an employee assistance programme

Who we're looking for

An experienced, Diploma-qualified (or Chartered) Financial Planner with a track record of advising high-net-worth clients
Someone who excels at relationship management — warm, credible and genuinely curious about clients' lives, not just their portfolios
Experience of inheriting or transitioning a client bank would be a real advantage, though it isn't essential
Comfortable working with autonomy, with the judgement to know when to draw on the wider team

Ortus PSR

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