Financial Planner
Job in
Birmingham, West Midlands, B4 6QD, England, UK
Listed on 2026-09-10
Listing for:
mbf.
Full Time, Part Time
position Listed on 2026-09-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Location:
Birmingham (Hybrid - 1 day per week from home, with additional flexibility for client commitments) Salary: £70,000 - £80,000 (Negotiable, dependent on experience)
Contract:
Permanent, Employed A highly respected national wealth management and investment firm is seeking an experienced Financial Planner to join their Birmingham office. This is a rare opportunity to step into an established role with a book of clients provided from day one. The successful candidate will be joining a supportive and ambitious team, with genuine scope for career progression for the right individual.
The Opportunity You will work with a client base of High Net Worth (HNW) individuals, many of whom require advice in more complex financial planning areas such as VCTs, EIS, and Inheritance Tax (IHT) planning . This role will suit a proven adviser with strong technical knowledge, excellent client management skills, and the drive to develop long-term relationships.
Key Responsibilities Provide tailored financial planning and wealth management advice to HNW clients. Manage and grow a provided client book, delivering excellent client service. Advise across a wide range of planning areas including pensions, investments, protection, and estate planning. Maintain technical knowledge across tax-efficient and complex planning strategies. Collaborate with internal colleagues to ensure holistic client outcomes. About You Level 4 Diploma qualified as a minimum (Chartered or working towards desirable).
Background as a Financial Planner/Adviser, ideally from an IFA or Discretionary Fund Management (DFM) environment . Experienced in working with HNW clients . Strong knowledge of complex planning including VCTs, EIS, and IHT. Excellent communication and relationship management skills. Package & Benefits Salary from £70,000 - £90,000 (higher for the right candidate). Discretionary bonus linked to personal and company performance.
Full benefits package including:
Private Medical Insurance (PMI) Permanent Health Insurance (PHI) Death in Service (DIS) cover Generous pension contributions (up to 12%) Hybrid working - 1 day per week from home, with flexibility around client commitments. Genuine career advancement opportunities within the Birmingham team. If you are an ambitious, client-focused Financial Planner with the technical expertise and motivation to take your career forward, please get in touch to discuss this opportunity in confidence.
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