Financial Planner

Birmingham Midlands Up to £75,000 + Bonus + Benefits

A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team.

This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships.

The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice.

You’ll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client‑centric approach within a regional, local independent practice.

As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies.

The role offers an excellent balance between servicing existing relationships and developing new in‑house opportunities, allowing you to focus on delivering long‑term value to clients rather than operating in a heavily sales‑driven environment.

You’ll work with an existing client base, allowing you to focus on advice delivery and relationship management whistly still identifying new advice areas.

Dedicated paraplanning, administration and compliance support enables advisers to maximise client‑facing time and focus on delivering high‑quality outcomes.

The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice.

As part of a highly successful and expanding wealth management group, advisers benefit from long‑term stability, ongoing investment and clear opportunities for career progression.

The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers.

You’ll join a supportive and professional team where knowledge sharing, collaboration and client‑first thinking are genuinely valued.

• Conduct annual review meetings and ongoing client servicing activities
• Build and maintain long‑term trusted relationships with clients
• Gather and analyse client information to identify planning needs and objectives

• Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation.
• Produce clear and suitable recommendations tailored to individual client circumstances.
• Work closely with paraplanning and support teams to deliver an outstanding client experience.
• Maintain FCA competency standards and professional qualifications.
• Keep abreast of technical, legislative and regulatory developments.
• Ensure all advice is delivered in a compliant and professional manner.

• Current and existing experience as a Financial Planner/Independent Financial Adviser
• CAS & SPS
• Strong technical knowledge across pensions and investments
• Excellent relationship‑building and communication skills
• Experience delivering holistic financial planning advice
• A professional, ethical and client‑centric approach
  
  Evidence of track record to date
• Diploma qualified, willingness to study towards Chartered status

• Basic salary up to £75,000
• Performance related bonus schemes
• Existing client relationships to inherit
• Pension scheme
• Generous annual leave
• Life assurance
• Income protection
• Employee Assistance Program
• Financial wellbeing support
• Ongoing professional development
• Long‑term career progression opportunities