Financial Planner | Birmingham | Leading National Wealth Manager
We are proud to be working exclusively with one of the UK’s leading wealth management businesses to appoint an experienced Financial Planner to their Birmingham office.
This is a genuinely exciting opportunity. The Birmingham office is keen to continue growing out its financial planning capability, working in close partnership with an already highly successful Investment Management team serving a strong base of HNW clients. As Financial Planner, you will work collaboratively with Investment Managers to deliver genuinely joined-up, holistic financial planning advice to their clients, taking the technical and advisory lead on all financial planning matters.
The opportunity here is significant. You will be introduced to warm, existing relationships, clients who are already part of the business and simply require the right financial planning expertise to support them. You will also play an active role in building strong working relationships with the Investment Managers in the office, ensuring a steady flow of referrals and a genuinely collaborative way of working. There is real scope to shape what this looks like and make the role your own.
What we are looking for:
- An experienced and technically proficient Financial Planner with a strong track record of delivering holistic, compliant financial planning advice
- Level 4 DipFA/DipPFS qualified as a minimum – Chartered status is highly desirable
- Comfortable and confident working alongside Investment Managers in a genuinely collaborative way, with the ability to build strong internal relationships and generate referrals
- A genuine passion for delivering excellent client outcomes and operating to the highest compliance standards
- Self-motivated and capable of contributing to the continued growth of financial planning within the office
What is on offer:
- Our client is open and flexible on what basic they can offer depending on the person, reflective of the experience and quality required for this role
- Discretionary bonus based on production and KPIs, including service quality and compliance standards
- The opportunity to join one of the UK’s leading wealth management businesses
- Warm client introductions from an established Investment Management team
- Genuine scope to build and shape financial planning within a growing office
If this sounds like the right opportunity for you, or you know somebody it might suit, then we would love to hear from you. Please get in touch or apply for further details.
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