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Holistic Financial Planner Client-Focused Advice

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Service Care Solutions
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 40000 - 60000 GBP Yearly GBP 40000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Holistic Financial Planner for Client-Focused Advice

Service Care Solutions are seeking an experienced Financial Planner to join a reputable Financial Planning business in Birmingham. The role involves providing compliant financial advice on investments, pensions, estate planning, and maintaining strong client relationships.

The ideal candidate will have prior experience in a Financial Planner role, hold at least a Diploma Level 4 qualification, and possess strong communication and planning skills. This is an excellent opportunity to join a values-driven firm dedicated to delivering holistic financial advice.

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