Chartered Financial Planner

Capio Recruitment; Birmingham; On-site; GBP 45,000 - 65,000; Full time

Job summary

Capio Recruitment partners with a leading IFA in the West Midlands to appoint an experienced and Chartered Financial Planner during an exciting growth phase following private equity investment.

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

This is a long-term career opportunity with genuine progression.

Qualifications

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

Responsibilities

• Deliver holistic financial planning advice to clients.
• Manage and develop an established client bank.
• Collaborate with paraplanning and administration to service complex cases.
• Build long-term client relationships with attention to suitability and compliance.

Skills

Relationship-building

Communication

Client management

Education

Level 6 Advanced Diploma in Financial Planning

Job description

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.

About You

• 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.