Senior Wealth Planner - Financial Strategy (Hybrid)

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

Benefits offered by this job

Bonus & profit sharing

Paraplanning support

Benefits package

Hybrid working

Job summary

WEALTHLINK RECRUITMENT LTD in Birmingham is seeking a Chartered Financial Adviser to lead ongoing financial planning for private clients. You will build trusted relationships and deliver sophisticated lifestyle and wealth strategies, evolving plans as clients’ circumstances change.

The role offers a strong bonus package, paraplanning and admin support, and a hybrid working model with a competitive benefits package. Salary ranges up to £120,000 with performance-based bonus.

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 individual client objectives.
• Taking responsibility for ongoing client relationships, reviews and strategic planning.
• Working collaboratively with the wider Financial Planning and operational teams to deliver an outstanding client experience.
• Communicating complex financial concepts clearly and confidently to clients and their families.
• Identifying changing client needs and proactively adapting financial strategies.
• Supporting clients through significant life events, financial decisions and periods of change.
• Maintaining the highest standards of technical accuracy, professionalism, compliance and client service.
• Contributing to the continued development of the financial planning proposition and the wider firm.

Job description

WEALTHLINK RECRUITMENT LTD in Birmingham is seeking a Chartered Financial Adviser to lead ongoing financial planning for private clients. You will build trusted relationships and deliver sophisticated lifestyle and wealth strategies, evolving plans as clients’ circumstances change.

The role offers a strong bonus package, paraplanning and admin support, and a hybrid working model with a competitive benefits package. Salary ranges up to £120,000 with performance-based bonus.