Financial Planner – Marlow (Hybrid)
£80,000–£85,000 + Bonus | Whole of Market IFA
Recruit UK are hiring for a well-established, Marlow-based Independent Financial Advice firm that has grown significantly through acquisition and is now seeking an experienced Financial Planner to take on a transitioning client bank.
This is a true hunter/farmer opportunity, offering a blend of inherited clients from exiting principals alongside the autonomy and support to generate new business. The firm operates on a whole-of-market basis, providing full independence across products and providers, and prides itself on a strong culture and realistic, structured client handovers.
The Role:
*Manage and develop an inherited client bank from senior advisers
*Generate new business opportunities alongside existing relationships
*Deliver holistic financial planning, including cashflow modelling (Voyant)
*Advise across pensions, investments, and tax-efficient planning strategies
*Maintain high compliance and client service standards
What They’re Looking For:
*5–10 years’ experience as a Financial Planner within an IFA environment
*Chartered or working towards (salary reflective if not yet Chartered)
*CAS & SPS held
*Strong experience with cashflow modelling (Voyant essential)
*Exposure to VCT/EIS/Business Relief planning advantageous
*Commercial mindset with both relationship management and business development skills
Salary & Benefits:
*£80,000–£85,000 basic (c.£75k if not yet Chartered)
*Discretionary bonus
*Support to achieve Chartered Status if required
*Hybrid working (typically 3 days in office)
*Structured client handovers and realistic validation
This is an excellent opportunity for a driven Financial Planner seeking autonomy, quality clients, and long-term progression within a growing and well-supported IFA environment.
If you’d like to learn more, get in touch for a confidential discussion.