Chartered Financial Planner - #2092691

Capio Recruitment


Date: 1 hour ago
City: Birmingham
Salary: £80,000 - £100,000 / year
Contract type: Full time
Work schedule: Full day
Capio Recruitment

Chartered Financial Planner


West Midlands

£80,000 - £100,000 Basic + Bonus


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 several Financial Planners 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.


About You

  • Level 4 Diploma qualified as a minimum, preferably Chartered
  • 3+ 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.

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