Financial Planner

mbf.; Birmingham; On-site; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Discretionary bonus

Pension contributions 12%

Private medical insurance

Critical illness cover

Death in service

Share incentive schemes

Career progression

Job summary

mbf. is seeking a Financial Planner in Birmingham to manage a private client portfolio, deliver holistic financial planning and discretionary investment management, and grow their profile through referrals and networking within a national brand.

You will work with Investment Managers to serve clients and build the firm’s Birmingham presence. The role offers a salary up to £100,000 dependent on experience, plus generous discretionary bonus and comprehensive benefits, including pension

Qualifications

• Level 4 Diploma in Financial Planning (CII/CISI) is required.
• Proven experience in a client facing Financial Planning role.
• Strong client relationship and communication skills; ambition to grow within a high quality, adviser-led business.

Responsibilities

• Managing and developing a portfolio of private clients.
• Delivering holistic financial planning alongside discretionary investment management.
• Identifying new client opportunities through referrals, networking and professional introducers.
• Working collaboratively with Investment Managers and specialist teams.
• Contributing to the ongoing growth and reputation of the Birmingham office.

Skills

Client relationship management

Communication skills

Education

Level 4 Diploma in Financial Planning (CII/CISI)

Job description

Financial Planner

Location: Birmingham

Salary: Up to £100,000 plus bonus and excellent benefits

An established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth.

The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators, and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts. This structure allows advisers to focus on client outcomes and business development rather than administration.

The Opportunity

The business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way.

You will inherit a good level of existing clients, benefit from strong internal referral flow, and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking, with the backing of a recognised national brand.

Key Responsibilities

• Managing and developing a portfolio of private clients
• Delivering holistic financial planning alongside discretionary investment management
• Identifying new client opportunities through referrals, networking and professional introducers
• Working collaboratively with Investment Managers and specialist teams
• Contributing to the ongoing growth and reputation of the Birmingham office

Requirements

• Level 4 Diploma qualified CII or CISI
• Proven experience in a client facing Financial Planning role
• Comfortable developing relationships with professional connections
• Strong client relationship and communication skills
• Ambition to grow within a high quality, advice led business

Reward and Benefits

• Salary up to £100,000 dependent on experience
• Generous discretionary annual bonus
• Pension contributions up to 12%
• Private medical insurance
• Critical illness cover
• Death in service
• Share incentive schemes
• Clear long term career progression

This is an excellent opportunity to join a business at a pivotal stage of its growth, offering both stability and genuine long term opportunity for an ambitious Financial Planner.