Financial Planner

Recruit Wealth; Birmingham; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Pension scheme

Generous annual leave

Life assurance

Income protection

Employee Assistance Program

Flexible working arrangements

Ongoing professional development

Long-term career progression

Job summary

Recruit Wealth, a leading Midlands wealth management firm, seeks an experienced Financial Planner to join its established advisory team. You will inherit high-quality client relationships and develop new business, delivering comprehensive pension, investment, retirement, protection, and estate planning guidance.

The role combines servicing an existing client bank with proactive in-house opportunities, supported by paraplanning, administration and compliance resources to maximise client-facing

Qualifications

• Current experience as a Financial Planner/Independent Financial Adviser.
• Strong knowledge across pensions and investments.
• Excellent relationship-building and communication skills.
• Evidence of a track record delivering holistic financial planning advice.

Responsibilities

• Conduct annual review meetings and ongoing client servicing activities.
• Build and maintain long-term trusted relationships with existing and new clients.
• Gather and analyse client information to identify planning needs and objectives.
• Produce clear and suitable recommendations tailored to client circumstances.

Education

Chartered status (preferred)

Tools

-

Job description

A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team.

This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships.

The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice.

You’ll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice.

The Opportunity

As a Financial Planner, you will inherit and develop an existing and quality client bank from an exiting advisor (Succession Planning) whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and other varied advice areas.

The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients.

Why This Role Stands Out

Established Client Relationships

You’ll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management whilst still identifying new advice areas.

Strong Support Structure

Dedicated paraplanning, administration and compliance support enables advisers to maximise client-facing time and focus on delivering high-quality outcomes.

Quality Over Quantity

The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on transactional advice.

Growing National Presence

As part of a highly successful and expanding wealth management group, advisers benefit from long-term stability, ongoing investment and clear opportunities for long term career progression.

Professional Development

The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers.

Collaborative Culture

You’ll join a supportive and professional team where knowledge sharing, collaboration and client-first thinking are genuinely valued.

Key Responsibilities

• Conduct annual review meetings and ongoing client servicing activities
• Build and maintain long-term trusted relationships with existing and new clients
• Gather and analyse client information to identify planning needs and objectives

Deliver holistic advice across:

• Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation.
• Produce clear and suitable recommendations tailored to individual client circumstances.
• Work closely with paraplanning and support teams to deliver an outstanding client experience.
• Maintain FCA competency standards and professional qualifications.
• Keep abreast of technical, legislative and regulatory developments.
• Ensure all advice is delivered in a compliant and professional manner.

About You

• Current experience as a Financial Planner/Independent Financial Adviser
• CAS & SPS
• Strong technical knowledge across pensions and investments
• Excellent relationship-building and communication skills
• Experience delivering holistic financial planning advice
• A professional, ethical and client-centric approach
• Evidence of track record to date
• Ideally Chartered qualified

Package & Benefits

• Basic salary up to £75,000
• Performance related bonus schemes
• Existing, senior client relationships to inherit
• Pension scheme
• Generous annual leave
• Life assurance
• Income protection
• Employee Assistance Program
• Financial wellbeing support
• Ongoing professional development
• Long-term, senior career progression opportunities
• Flexible working arrangements

Are you Interested?

If you’re an experienced Financial Planner based in the Midlands, seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business with ambitious growth plans, we’d welcome a confidential discussion.

Whether you’re looking for a stronger client proposition, improved support, greater earning potential or simply a better environment in which to advise, this opportunity could represent an excellent next step in your advisory career.