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.