Financial Planner

About the Role

We are collaborating with a rapidly expanding wealth management firm based in the West Midlands, seeking a seasoned Financial Planner to contribute to its dynamic growth and help expand its presence in Birmingham. The firm offers a robust support system, quality client referrals, and an established advisory framework designed to let you concentrate on delivering superior financial planning and forging strong client relationships.

Why Join This Business?

• Competitive salary package reaching up to £100,000 annually
• Access to an existing portfolio of clients from day one
• A steady stream of high-quality leads and continuous client referrals
• Prospective opportunities for equity or shareholding in the company
• Dedicated paraplanning and administrative assistance
• Independent advice model
• Ambitious expansion plans across the West Midlands region
• Chance to play a pivotal role in driving business growth

Key Responsibilities

You will take ownership of a well-established client portfolio, enabling you to develop long-term relationships while growing your client base through reputable referrals. With experienced paraplanners and administrative staff supporting you, your primary focus will be on advising clients, fostering new connections, and delivering comprehensive financial planning services. The firm prioritizes client outcomes supported by well-documented systems and processes to help advisers provide exceptional service.

Candidate Profile

• At least a Level 4 qualification in financial planning, with Chartered status preferred
• Proven track record in managing and nurturing an existing client bank
• Strong experience within financial planning or wealth management sectors
• Exceptional communication and relationship-building skills
• A sincere client-centric approach to financial advice
• Commercial insight to identify growth opportunities within client portfolios
• Motivation to contribute significantly to an expanding and evolving company

Additional Information

This opportunity is ideal for a Financial Planner eager to join a company with ambitious growth strategies, an already established client service proposition, and the infrastructure to support high-quality advisory work. The firm emphasizes investing in its people and resources to build a career development platform and provide advisers with a significant role in the company’s future expansion.

If you are seeking a role with an established client base, strong operational support, lucrative earnings, and equity participation prospects, this position deserves your consideration.