Chartered Financial Planner

mbf; Sutton Coldfield; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

mbf is seeking an experienced Financial Planner in Sutton Coldfield for a hybrid role (3 days in the office). You will join a collaborative team delivering ongoing financial planning to an established portfolio of high net worth clients, supported by paraplanners and administrators.

The firm emphasizes client-first service, technical excellence and long-term relationships over short-term targets. You’ll focus on retirement, investments, tax and protection planning within a professional team.

Qualifications

• Chartered Financial Planner status, or actively working towards Chartered status.
• Experience providing holistic financial planning advice within an Independent Financial Planning firm.
• Strong technical knowledge across pensions, investments and tax planning.
• Excellent relationship-building and communication skills.
• A genuine passion for delivering long-term financial planning and outstanding client service.

Responsibilities

• Provide holistic financial planning across retirement, investments, tax and protection, with ongoing strategic reviews for existing clients.
• Collaborate with paraplanners, administrators and fellow planners to deliver high-quality advice.
• Help clients make informed financial decisions throughout life stages in a supportive, professional environment.

Skills

Chartered Financial Planner status

Holistic financial planning

Pensions

Investments

Tax planning

Relationship-building

Client service

Education

Chartered status

Job description

Sutton Coldfield | Hybrid (3 days per week)

An outstanding opportunity has arisen for an experienced Financial Planner to join one of the Midlands' most highly regarded Chartered Financial Planning firms.

This is not a traditional adviser role.

Rather than operating independently with a constant focus on generating new business, you'll become part of a collaborative team dedicated to delivering exceptional ongoing financial planning to an established portfolio of high net worth clients.

The firm has built an outstanding reputation for putting clients first, investing in its people and fostering a genuinely supportive culture. Advisers work closely with experienced paraplanners, administrators and fellow planners, allowing them to focus on providing high-quality advice and developing long-term client relationships.

If you're passionate about financial planning and enjoy working as part of a team, this is an opportunity to join a business where collaboration, technical excellence and client outcomes come before individual targets.

The Role

You'll provide holistic financial planning advice across a broad range of areas, including:

• Retirement Planning
• Investment Planning
• Tax Planning
• Protection Planning
• Ongoing strategic reviews with existing clients

Working closely with the wider planning team, you'll help clients make informed financial decisions throughout every stage of their lives while contributing to a collaborative and highly professional environment.

About You

To be considered, you should ideally have:

• Chartered Financial Planner status, or be actively working towards Chartered status
• Experience providing holistic financial planning advice within an Independent Financial Planning firm
• Strong technical knowledge across pensions, investments and tax planning
• Excellent relationship-building and communication skills
• A genuine passion for delivering long-term financial planning and outstanding client service

What's on Offer

• Salary up to £100,000, depending on experience
• Hybrid working with 3 days per week in the Sutton Coldfield office
• Established portfolio of quality private clients
• Full paraplanning and administrative support
• Collaborative, team-based working environment
• Excellent long-term career prospects within a highly respected Chartered Financial Planning firm

This is an exceptional opportunity for an experienced Financial Planner seeking a supportive, professional environment where quality advice, teamwork and client relationships are genuinely valued. If you're looking for a long-term career move with one of the region's leading firms, we'd be delighted to hear from you.