Financial Planner

Recruit Wealth Ltd; Birmingham; On-site; GBP 72,000 - 88,000; Full time

Job summary

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handling new in-house enquiries.

The role offers strong support from paraplanning, compliance and client servicing, enabling you to focus on delivering high-quality financial planning and building lasting client relationships.

Qualifications

• Current experience as a Financial Planner/Independent Financial Adviser.
• CAS & SPS.
• Strong technical knowledge across pensions and investments.
• Excellent relationship-building and communication skills.
• Professional, ethical and client-centric approach.
• Evidence of track record to date.
• Diploma qualified and willing to study further.

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

Skills

Client relationship management

Holistic financial planning

Regulatory knowledge

Communication skills

Education

Diploma qualified

Tools

FCA compliance knowledge

Job description

Financial Planner | West Midlands Region | All Clients/Succession Planning | Up to £80,000 + Bonus + Benefits

A leading independent wealth management business is seeking an experienced Financial Planner to join its established West 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 an excellent support infrastructure of paraplanning, compliance, 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, with no private equity backing or aggressive acquisitional scaling.

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 in-house enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and other varied complex advice areas.

Why This Role Stands Out

Established Client Relationships

You work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management.

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.

Professional Development

The organisation actively supports adviser development, professional qualifications and continuous improvement.

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
• Diploma qualified and willing to study further

Are you Interested?

If you’re an experienced Financial Planner based in the West Midlands, seeking a role where you can focus on delivering quality advice, supported by a respected wealth management business we’d welcome an initial conversation.

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.