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Aspiring Financial Planner: Client-Focused Wealth Planning
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-07-30
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor in Birmingham is seeking an experienced Financial Planner to deliver tailored advice to an existing client portfolio, typically up to £250k in investable assets. You will conduct reviews, service conversations and help transition clients to ongoing service propositions.
You will build relationships, identify additional client needs across wealth planning areas, contribute to revenue targets and ensure FCA compliance and high-quality reporting.
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