Senior Financial Planner — Strategic Wealth & Client Growth

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.

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.

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

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.