Financial Planner

mbf; West Midlands; Hybrid; GBP 55,000 - 70,000; Full time

Benefits offered by this job

Competitive salary

Bonus

Flexible hybrid working

Strong support team

Job summary

A renowned wealth management firm in the West Midlands is seeking an experienced Financial Advisor. You will inherit an established High Net Worth client portfolio, providing tailored financial advice and building strong client relationships. This role offers long-term progression opportunities, including senior leadership responsibilities and equity participation. Candidates must possess a Level 4 Diploma in Regulated Financial Planning and have proven experience in wealth management, making this an excellent career advancement opportunity.

Qualifications

• Proven experience advising high-net-worth clients within wealth management or private banking.
• Highly organized with the ability to manage multiple client relationships effectively.
• Commercially aware with an interest in contributing to business growth.

Responsibilities

• Take ownership of an existing HNW/UHNW client portfolio.
• Deliver holistic financial planning advice across various sectors.
• Build and maintain strong, trust-based relationships with clients.

Skills

Advising High Net Worth clients

Holistic financial planning

Strong technical knowledge across pensions, investments, tax, and estate planning

Confident communication

Education

Level 4 Diploma in Regulated Financial Planning

Level 6 or Chartered

Job description

Salary: £55,000 to £70,000 + bonus + benefits (negotiable)

Employment Type: Full-time

• An established and forward-thinking wealth management firm is seeking an experienced Financial Advisor to work closely alongside the Managing Director, supporting and ultimately leading the delivery of advice to a high-quality HNW client base.
• This is a unique opportunity to inherit a well-established book of High Net Worth and Ultra High Net Worth clients, taking ownership of the majority of client-facing responsibilities while the Managing Director focuses on the strategic growth and day-to-day leadership of the business.

The Opportunity

• You will play a pivotal role in delivering a high-touch, holistic wealth management service to clients with complex financial needs. The client base typically includes business owners, entrepreneurs, senior executives, trustees and multi-generational families, with portfolios often ranging from £1m to £10m+.
• You will be supported by a dedicated paraplanning and administrative team, though there may be occasions where you will contribute to technical work yourself.
• This role offers genuine long-term progression, including the potential for senior leadership responsibilities and equity participation for those who contribute to the firm’s growth.

Key Responsibilities

• Take ownership of an existing HNW/UHNW client portfolio, acting as a primary point of contact
• Deliver holistic financial planning advice across investments, retirement, tax, estate planning and protection
• Build and maintain strong, trust-based relationships with clients and their families
• Work closely with the Managing Director to ensure consistency of service and strategic direction
• Lead and participate in client meetings, providing clear, tailored advice and ongoing support
• Coordinate with external professionals including solicitors, accountants and tax advisers
• Oversee the preparation of suitability reports, planning strategies and review documentation
• Ensure all advice meets FCA regulatory standards and internal compliance requirements
• Support ongoing portfolio management and investment discussions with DFMs or internal teams
• Contribute to business development through networking, referrals and new client enquiries

About You

• Level 4 Diploma in Regulated Financial Planning (essential), Level 6 or Chartered desirable
• Proven experience advising HNW clients within wealth management or private banking
• Strong technical knowledge across pensions, investments, tax and estate planning
• Confident communicator with the credibility to work with sophisticated clients
• Highly organised with the ability to manage multiple client relationships effectively
• Commercially aware with an interest in contributing to business growth

What’s on Offer

• Inheritance of an established HNW client book
• Strong paraplanning and administrative support
• Clear progression pathway into senior leadership
• Opportunity to grow your own client base through referrals and networking
• Potential for equity participation based on performance and contribution
• Flexible hybrid working
• Competitive salary, bonus and benefits package

If you are an experienced Financial Advisor looking to step into a role with greater ownership, high-quality clients and genuine long-term progression, this opportunity offers an excellent platform to advance your career.