Hybrid: Senior Wealth Planner & Client Experience Lead

WEALTHLINK RECRUITMENT LTD; Birmingham; Hybrid; GBP 80,000 - 120,000; Full time

Benefits offered by this job

Hybrid flexible working

Competitive bonus

Paraplanning support

Job summary

WEALTHLINK RECRUITMENT LTD is seeking a Senior Financial Adviser in Birmingham to lead holistic financial planning for private clients. You will manage long-term relationships, deliver bespoke strategies, and guide clients through life events with clear, compliant advice.

This role offers a salary up to £120,000 with a generous bonus, full paraplanning support, and a hybrid working pattern. You will collaborate with teams to maintain high standards of professionalism and client service while

Responsibilities

• Building and nurturing trusted, long-term relationships with private clients and their families.
• Leading the delivery of holistic financial planning and strategic advice.
• Developing sophisticated lifestyle and wealth planning strategies tailored to client objectives.
• Taking responsibility for ongoing client relationships, reviews and planning.
• Communicating complex financial concepts clearly to clients and families.
• Maintaining high standards of technical accuracy, professionalism and compliance.

Job description

WEALTHLINK RECRUITMENT LTD is seeking a Senior Financial Adviser in Birmingham to lead holistic financial planning for private clients. You will manage long-term relationships, deliver bespoke strategies, and guide clients through life events with clear, compliant advice.

This role offers a salary up to £120,000 with a generous bonus, full paraplanning support, and a hybrid working pattern. You will collaborate with teams to maintain high standards of professionalism and client service while