Holistic Financial Planner – West Midlands

Recruit Wealth Ltd; Birmingham; On-site; GBP 72,000 - 88,000; Full time

Job summary

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handling new in-house enquiries.

The role offers strong support from paraplanning, compliance and client servicing, enabling you to focus on delivering high-quality financial planning and building lasting client relationships.

Qualifications

• Current experience as a Financial Planner/Independent Financial Adviser.
• CAS & SPS.
• Strong technical knowledge across pensions and investments.
• Excellent relationship-building and communication skills.
• Professional, ethical and client-centric approach.
• Evidence of track record to date.
• Diploma qualified and willing to study further.

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
• Deliver holistic advice across: Retirement Planning, Pensions, Investments, Protection, Estate Planning, Wealth Preservation.
• Produce clear and suitable recommendations tailored to individual client circumstances
• Work closely with paraplanning and support teams to deliver an outstanding client experience
• Maintain FCA competency standards and professional qualifications
• Keep abreast of technical, legislative and regulatory developments
• Ensure all advice is delivered in a compliant and professional manner

Skills

Client relationship management

Holistic financial planning

Regulatory knowledge

Communication skills

Education

Diploma qualified

Tools

FCA compliance knowledge

Job description

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handling new in-house enquiries.

The role offers strong support from paraplanning, compliance and client servicing, enabling you to focus on delivering high-quality financial planning and building lasting client relationships.