Financial Planner

Austin Fraser; Birmingham; Hybrid; GBP 65,000; Full time

Job summary

A leading financial planning firm seeks a Financial Adviser for their Birmingham office, offering an attractive advisory role with a potential salary of up to £65k plus bonuses. The position involves servicing an existing client bank and building new client relationships, appealing to experienced financial planners with a strong track record. This is an employed role with comprehensive support and hybrid working options, perfect for those looking to advance in a prominent firm within the financial industry.

Benefits

Market leading proposition

Comprehensive Paraplanning/Admin support

Fair and transparent charging/fee structure

Qualifications

• Minimum Diploma qualified with FCA registration.
• Years of experience in financial planning and wealth advisory.
• Proven track record in pension, investment, and protection advice.

Responsibilities

• Service existing high net worth clients and build new client activity.
• Inherit an existing client bank of 120+ households.
• Provide holistic financial planning and advisory services.

Skills

Financial Planning

Wealth Advisory

Pension Advice

Investment Management

Protection Advice

Education

Diploma qualified

FCA registered

CAS

Job description

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Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role (newly created) is located for their Birmingham office and surrounding areas (one of 50+ national hubs and still growing) servicing existing high net worth clients as well as building on new client activity.

Due to an exiting, Senior Director/Adviser there is an existing client bank to inherit, 120+ clients/households.

Further details will be discussed on application regarding inherited AUM and recurring/on-going income but this will be highly attractive.

Please note: This is a highly sought after opportunity that has just come live to the advisory market and exclusively through Recruit Wealth.

Ideally you will have a good many years Financial Planning/Wealth advisory experience (CAS, FCA registered, minimum Diploma qualified etc) with an exemplary track record, predominately on pension, investment & protection advice to private clients.

Our client offers a market leading, independent proposition, with a fair and transparent charging/fee structure and a holistic approach at the forefront of everything they do. They are award winning and recognised as one of the largest, prominent names in the Financial Planning industry.

This opportunity is employed only (salary ideally up to £65k) with excellent bonuses available through initial fee/new business and recurring income. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure potential.

Full Paraplanning/Admin support will be offered from the existing team/offices.

Applicants will ideally be from the West Midlands area to service the wider client bank.

Home and office working is of course fully supported.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response