Financial Planner - #2191676

Financial Planner – Birmingham

Salary: Up to £70,000 + Bonus

An opportunity to grow with a business that puts clients first

Are you a Chartered, or near Chartered, Financial Planner looking for your next move within a genuinely client-focused financial planning business?

We're exclusively partnering with an organically growing financial planning firm with ambitious plans for the future. With a strong emphasis on delivering excellent client outcomes, developing its people and building long-term relationships, this is an opportunity to join a business where quality of advice and client service genuinely matter.

The opportunity

You'll play an important role in supporting the continued growth of the business, building and maintaining trusted client relationships and delivering high-quality, holistic financial planning advice.

You'll have the opportunity to work within an established and supportive team, with access to a brilliant support network and the wider resources.

This is an opportunity for someone who wants to develop their career within a growing business without losing the personal, client-focused approach that makes independent financial planning so rewarding.

• Deliver bespoke, holistic financial planning advice across investments, pensions, and estate planning, sharpening your technical advisory capabilities across diverse and complex client scenarios.
• Cultivate and manage long-term relationships with private clients, giving you an engaged portfolio and the autonomy to act as their primary trusted adviser.
• Collaborate directly with an established in-house paraplanning and administrative support team, freeing your capacity to focus on client-facing strategy rather than file administration.
• Contribute directly to the ongoing organic expansion of the firm, providing you with high internal visibility and long-term career progression as the business grows.

• A minimum of two years' experience within financial planning. Ideally Chartered.
• A strong technical understanding and the ability to deliver holistic financial advice.
• A genuine passion for building long-term client relationships.
• A client-first approach, with a commitment to delivering excellent outcomes.
• Someone who enjoys being part of a collaborative and supportive team.

Benefits

• Discretionary bonus, subject to agreed KPIs.
• 25 days annual leave plus bank holidays.
• Group Life Assurance 4x.
• Income Protection.
• Employee Assistance Programme.
• Financial Wellbeing support.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Chartered Financial Planner, Independent Financial Adviser, Wealth Planner, Financial Adviser, IFA

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.