Chartered Financial Planner

Existing Client Bank | Full Paraplanning Support | Complex Financial Planning | Long-Term Investment Opportunity

We are partnering with a leading and growing IFA firm in the West Midlands that is looking to appoint an experienced and Chartered Financial Planner as part of an exciting growth phase following recent private equity investment.

This is an excellent opportunity for advisers who want to be focus on delivering high-quality financial planning and building long-term client relationships, without the pressure of generating significant new business from scratch.

You’ll inherit an established client bank, benefit from full paraplanning and administrative support, and work with clients requiring complex and rewarding financial planning advice.

• Level 6 Advanced Diploma in Financial Planning
• 5+ years providing regulated, holistic Financial planning advice
• Comfortable managing an established client bank and handling complex planning cases
• Strong relationship-building and communication skills

If you’re looking to join a growing business with ambitious plans, strong investment backing and genuine long-term career potential, we’d love to hear from you.