Chartered Financial Planner – Inherited Client Bank + Paraplanning
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-21
Listing for:
Capio Recruitment
Full Time
position Listed on 2026-06-21
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Capio Recruitment is seeking Financial Planners in Birmingham to join a growing IFA firm backed by private equity. This role offers a chance to inherit an established client bank while focusing on providing high-quality financial planning advice.
The ideal candidates will have at least 3 years of experience and a Level 4 Diploma qualification. Full paraplanning and administrative support will be provided to help manage complex cases and foster long-term relationships with clients.
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