Financial Planner – Inherit & Grow Midlands Client Base

Recruit Wealth; Birmingham; Hybrid; GBP 68,000 - 83,000; Full time

Benefits offered by this job

Pension scheme

Generous annual leave

Life assurance

Income protection

Employee Assistance Program

Flexible working arrangements

Ongoing professional development

Long-term career progression

Job summary

Recruit Wealth, a leading Midlands wealth management firm, seeks an experienced Financial Planner to join its established advisory team. You will inherit high-quality client relationships and develop new business, delivering comprehensive pension, investment, retirement, protection, and estate planning guidance.

The role combines servicing an existing client bank with proactive in-house opportunities, supported by paraplanning, administration and compliance resources to maximise client-facing

Qualifications

• Current experience as a Financial Planner/Independent Financial Adviser.
• Strong knowledge across pensions and investments.
• Excellent relationship-building and communication skills.
• Evidence of a track record delivering holistic financial planning advice.

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.
• Produce clear and suitable recommendations tailored to client circumstances.

Education

Chartered status (preferred)

Tools

-

Job description

Recruit Wealth, a leading Midlands wealth management firm, seeks an experienced Financial Planner to join its established advisory team. You will inherit high-quality client relationships and develop new business, delivering comprehensive pension, investment, retirement, protection, and estate planning guidance.

The role combines servicing an existing client bank with proactive in-house opportunities, supported by paraplanning, administration and compliance resources to maximise client-facing