Senior Financial Planner - Flexible, High-Earning Portfolio

Financial Planning Today; West Midlands; Remote; GBP 60,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Flexible working hours

Good benefits package

Job summary

Financial Planning Today is seeking an experienced Financial Adviser to take over a client bank from a retiring adviser. The role offers an employed position with a focus on pensions and investments, alongside comprehensive support and a flexible working culture that does not require office presence.

You will manage a mid-to-upper tier client portfolio, provide financial planning advice, and benefit from full administration and paraplanning support to maximise client-facing time.

Qualifications

• Proven experience as a Financial Adviser is essential (minimum 3–5 years).
• Strong financial planning experience is required.
• Excellent client servicing and relationship-building skills.

Responsibilities

• Provide advice across the full range of financial planning with a focus on pensions and investments.
• Manage a client portfolio including mid-upper tier clients with complex needs.
• Receive full administration and paraplanning support to focus on client-facing activities.

Skills

Client servicing

New business development

Relationship building

Financial planning

Job description

Financial Planning Today is seeking an experienced Financial Adviser to take over a client bank from a retiring adviser. The role offers an employed position with a focus on pensions and investments, alongside comprehensive support and a flexible working culture that does not require office presence.

You will manage a mid-to-upper tier client portfolio, provide financial planning advice, and benefit from full administration and paraplanning support to maximise client-facing time.