Financial Planner

Overview

In this role you will manage an existing client portfolio within a growing independent wealth management firm in Birmingham, delivering holistic financial planning and investment advice. You will work with a supportive team to maintain strong client service and develop new business through referrals and introducers. The position emphasizes long-term relationships, proactive reviews, and staying ahead of market and regulatory changes. This is a client-centric, growth-focused opportunity to shape outcomes for private clients and business owners.

Pay / Benefits

• Competitive basic salary
• Attractive bonus structure
• Annual trip abroad
• Hybrid working
• Full paraplanning and administrative support
• Career progression and Chartered status support

Responsibilities

• Manage and develop an existing portfolio of wealth management clients
• Deliver holistic, whole-of-market financial planning and investment advice
• Conduct comprehensive client reviews and understand future objectives
• Build long-term relationships through ongoing advice and proactive service
• Create tailored financial planning solutions to meet client needs
• Collaborate with professional introducers (Accountants, Solicitors, Mortgage Advisers)
• Inform clients about legislative, regulatory and market changes impacting plans
• Identify opportunities to grow client bank through referrals and business development

Key requirements

• Previous experience as a Financial Planner or Independent Financial Adviser
• Level 4 Diploma in Financial Planning (essential)
• Chartered status or working towards Chartered (preferred)
• Strong knowledge of pensions, investments and protection planning
• Excellent relationship-building and communication skills
• Genuine passion for delivering exceptional client outcomes
• Ability to develop business through referrals and professional connections

• relationship-building
• communication
• client-focused service
• pensions knowledge
• investments knowledge
• protection planning knowledge

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