Financial Planner – Reading - Equity
£75,000 - £130,000 | Equity | 7% Matched Pension | PHI & PMI | 25 Days Holiday + BH (Option to Buy 5 More)
Why Join? ✅
Employee-Owned & Chartered – Work with a firm that puts its people first.
Fixed Fees & Robust Investment Proposition – No conflicts, just quality advice.
Tech-Driven & Efficient – Cutting-edge systems with a 2-week turnaround on reports.
Unrivalled Support – Dedicated back-office & paraplanning, so you can focus on clients.
Entrepreneurial Culture – Shape strategy and contribute to the firm’s growth at Director level.
The Role ✅
Grow & develop a book of HNW clients.
Strategic Input – Work alongside the MD & Directors to drive business growth.
Flexible Working – Office or home-based, you manage your diary.
Who We’re Looking For ✅
Chartered or working towards it.
Experienced in advising HNW clients with a strategic, client-first approach.
Growth-focused, with an entrepreneurial mindset.
If you're an ambitious Financial Planner looking for a long-term home in an innovative, high-performing firm, let’s talk!
Contact Ricardo Manouchehri for more details:
Ricardo@greatmans.co.uk
07940 501 185