HNW Financial Planner: Pensions, IHT & Investments

Ortus PSR; Metropolitan Borough of Solihull; On-site; GBP 65,000 - 85,000; Full time

Job summary

A leading financial advisory firm in Birmingham seeks an experienced Financial Planner to manage an established high-net-worth client book. This strategic position requires a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge in pensions, investments, and tax-efficient solutions. You will provide ongoing financial planning and develop new business through warm referrals and networking. This role offers a competitive salary plus benefits and hybrid working options.

Benefits

Competitive salary

Bonus

Full benefits package

Hybrid working

Qualifications

• Must hold a Level 4 Diploma in Regulated Financial Planning.
• Experience with high-net-worth clients is essential.
• Strong technical grounding in pensions, investments, IHT, and trusts.

Responsibilities

• Manage an established HNW client book with ongoing financial planning.
• Deliver advice on pensions, investments, IHT planning, and tax scenarios.
• Develop new business through referrals and professional networking.

Skills

Interpersonal skills

Communication skills

Relationship building

Technical knowledge in pensions

Technical knowledge in investment strategies

Knowledge in tax-efficient solutions

Education

Level 4 Diploma in Regulated Financial Planning

Chartered status (or working towards)

Job description

A leading financial advisory firm in Birmingham seeks an experienced Financial Planner to manage an established high-net-worth client book. This strategic position requires a Level 4 Diploma in Regulated Financial Planning and strong technical knowledge in pensions, investments, and tax-efficient solutions. You will provide ongoing financial planning and develop new business through warm referrals and networking. This role offers a competitive salary plus benefits and hybrid working options.