Senior Financial Planner

Insite Group; West Midlands; On-site; GBP 55,000 - 90,000; Full time

Benefits offered by this job

Flexible working arrangements

Professional development support

Inclusive company culture

Job summary

A financial services firm in Birmingham is seeking an experienced Senior Financial Planner to provide sophisticated financial advice and manage relationships with high-net-worth individuals. The successful candidate will lead client engagements, develop tailored strategies, and contribute to the growth of the practice. A strong background in financial planning with at least 5 years of experience is required, along with a Level 6 or Chartered status. The role offers flexible working arrangements in a collaborative team environment.

Qualifications

• Minimum of 5 years' experience in financial planning, preferably in IFA or wealth management.
• Proven track record of managing client portfolios and delivering successful financial strategies.
• Strong technical knowledge of investments, pensions, tax planning, and protection products.
• Strong technical knowledge of investments, pensions, tax planning, and protection products.

Responsibilities

• Provide comprehensive financial planning, including tax-efficient strategies and risk management.
• Build and maintain long-term client relationships to ensure satisfaction.
• Conduct in-depth client fact-finding and needs analysis.
• Oversee complex client portfolios, ensuring ongoing suitability and performance reviews.
• Collaborate with paraplanners and administrators to ensure timely delivery of reports, recommendations, and client service.
• Keep up-to-date with regulatory requirements, market trends, and product developments.
• Contribute to business development initiatives, networking, and supporting growth targets.
• Mentor and support junior planners within the team.

Skills

Investment planning

Tax planning

Client relationship management

Financial strategy development

Communication skills

Education

Level 6 or Chartered status with CII or equivalent

Job description

Overview

Senior Financial Planner - Birmingham. Location: Birmingham, UK. Employment Type: Full-time. Salary: Competitive, based on experience.

We are seeking an experienced Senior Financial Planner to join our growing team in Birmingham. The successful candidate will provide sophisticated financial advice, develop tailored strategies for clients, and manage relationships with high-net-worth individuals and complex portfolios. You will have the autonomy to lead client engagements and contribute to the strategic growth of the practice.

Key Responsibilities

• Provide comprehensive financial planning, including investment, retirement, tax-efficient strategies, estate planning, and risk management.
• Build and maintain long-term relationships with clients, ensuring high levels of trust and satisfaction.
• Conduct in-depth client fact-finding, needs analysis, and strategy formulation.
• Oversee complex client portfolios, ensuring ongoing suitability and performance reviews.
• Collaborate with paraplanners and administrators to ensure timely delivery of reports, recommendations, and client service.
• Keep up-to-date with regulatory requirements, market trends, and product developments.
• Contribute to business development initiatives, networking, and supporting growth targets.
• Mentor and support junior planners within the team.

Requirements

• Level 6 or Chartered status with the Chartered Insurance Institute (CII) or equivalent.
• Minimum of 5 years' experience in financial planning, preferably within an IFA or wealth management environment.
• Proven track record of managing client portfolios and delivering successful financial strategies.
• Excellent interpersonal and communication skills, with the ability to inspire trust in clients.
• Strong technical knowledge of investments, pensions, tax planning, and protection products.
• Highly organised, self-motivated, and results-driven approach.
• Ability to work collaboratively in a team and contribute to the firm's strategic vision.
• Professional development and support towards further qualifications.
• Flexible working arrangements.
• Inclusive and collaborative company culture.