Financial Planner

Recruit Wealth Ltd; West Midlands Combined Authority; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading Financial Planning firm in Birmingham seeks an experienced advisor to service existing clients and build new relationships. Candidates should have extensive financial planning expertise and be diploma qualified. This role offers excellent income potential through bonuses and full support from a dedicated team. Home and office working options are available.

Benefits

Excellent bonuses

Full paraplanning and admin support

Qualifications

• Years of Financial Planning/Wealth advisory experience required.
• Must be CAS and FCA registered.
• Proven track record in pension, investment, and protection advice.

Responsibilities

• Service existing clients and build new in-house client activity.
• Work from Birmingham office and surrounding areas.
• Receive full paraplanning and admin support.

Skills

Financial Planning experience

Wealth advisory experience

Pension advice

Investment advice

Protection advice

Education

Diploma qualified

Job description

Overview

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 is located for their Birmingham office and surrounding areas (one of 50+ national hubs and still growing) servicing existing clients as well as building on new in-house client activity.

Further details will be discussed on application regarding inherited AUM and recurring 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.

Qualifications

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.

About the client

Our client offers a market leading, independent proposition, with a fair and transparent 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.

Role details

This opportunity is employed only with excellent bonuses available through initial fee and recurring income.

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.