Financial Planner - #2192639

In this Financial Planner role, you'll provide ongoing advice and support to clients throughout Birmingham, Leicester, and Nottingham. You'll also be motivated to grow your portfolio by developing new business opportunities and building strong professional relationships across the region. With the backing of a dedicated support team, you'll have the flexibility to focus on delivering exceptional client service and tailored financial advice.

Where you fit in

This Financial Planner job exists as a dedicated growth role to expand client coverage across the East and West Midlands. Operating with a distinct new business focus, your purpose is to convert warm corporate employee and executive leads and proactively develop your own network to establish and build an enduring, high-value client bank.

Your day to day

- Deliver holistic financial planning across pensions, investments, and personal protection.

- Convert warm corporate client introductions and platform referrals into active advice clients.

- Travel across the Midlands to conduct face-to-face and virtual client discovery meetings.

- Proactively self-generate new business through personal networking and professional introducers.

- Collaborate with dedicated paraplanners and administration colleagues to streamline report production.

Financial Planner Requirements

- Experience as an authorised Financial Planner or Financial Adviser (essential).

- Level 4 Diploma in Regulated Financial Planning or equivalent (essential).

- Current or recent Competent Adviser Status (CAS) (essential).

- Demonstrated track record of proactive business development and winning new clients (essential).

The culture explained

You will join a forward-thinking, national financial planning business backed by proprietary platform technology. The team is commercially driven and collaborative, providing robust paraplanning and administrative infrastructure so advisers can concentrate fully on client engagement.

Financial Planner Benefits

- Base salary of £60,000 to £75,000 depending on experience.

- Annual bonus paid quarterly, featuring enhanced bonus rates for new business generation.

- Remote working base with regional travel across the Midlands.

- 28 days annual leave, plus bank holidays and your birthday off.

- 5% employer-matched pension contribution after qualifying service.

- Group income protection offering 80% salary cover and 4x salary death in service.

What happens next

Your application comes directly to Premier Jobs UK, not straight to the employer. Our team reviews every submission and replies to every candidate, so you will never be left waiting. Where your background aligns, we schedule an introductory call to discuss your aspirations in detail. We value your confidentiality and never share your details without your express agreement.

Apply today for this remote Financial Planner role covering the Midlands and South Yorkshire region.

Liability and disclaimer

Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.