Financial Planner Equity Partner

TN United Kingdom; Birmingham; On-site; GBP 50,000 - 90,000; Full time

Job summary

An independent financial planning firm is seeking a talented Financial Planner to join as an equity partner. This role offers a unique opportunity to contribute to the firm's growth while delivering personalized financial solutions to clients. The successful candidate will have a strong background in client relationship management and a passion for fee-based financial planning. With a focus on building long-lasting relationships and a strong professional network, this position promises a rewarding career path in a supportive and dynamic environment. If you are ready to take your career to the next level, this is the opportunity for you!

Qualifications

• Established Financial Planner with excellent client relationship skills.
• Strong networker capable of building long-lasting client relationships.

Responsibilities

• Contribute towards growth and vision of the firm.
• Deliver client-centric financial planning to private individuals and business owners.

Skills

Client Relationship Management

Financial Planning

Networking

Education

Advanced Diploma Level 6

Job description

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Financial Planner Equity Partner, Birmingham

Client: IDEX Consulting

Location: Birmingham, United Kingdom

Job Category: Finance

EU work permit required: Yes

Job Reference: 07603c646472

Job Views: 67

Posted: 11.04.2025

Expiry Date: 26.05.2025

Job Description:

About our client:
I am retained to support an industry recognised and highly successful practice. Our client is an independent financial planning firm offering modern day approach to financial and wealth solutions for private individuals and business owners. This is an excellent opportunity for an established Financial Planner to become a partner at a top Midlands firm with a high-quality client proposition that includes passive, active and balanced capabilities.

Role description:
Following impressive success over recent years my client is seeking a talented individual to be a part of the next stage of their journey.

Key objectives include:

1. Contribute towards growth and vision of the firm.
2. Deliver client centric financial planning to private individuals/families and business owners.
3. Build an equity share in the business from day one.

Suitable candidate:
An established Financial Planner with excellent client relationship skills. An appreciation for fee based financial planning. A strong networker capable of building long lasting client relationships and working with professional connections. Advanced Diploma Level 6 preferred.

Contact: Keith Enright