Financial Planner – Birmingham (Hybrid)

Location: Birmingham (Hybrid – 1 day per week from home, with additional flexibility for client commitments)

Salary: £70,000 – £80,000+ (Negotiable, dependent on experience)

Contract: Permanent, Employed

A highly respected national wealth management and investment firm is seeking an experienced Financial Planner to join their Birmingham office. This is a rare opportunity to step into an established role with a book of clients provided from day one.

The successful candidate will be joining a supportive and ambitious team, with genuine scope for career progression for the right individual.

The Opportunity

You will work with a client base of High Net Worth (HNW) individuals, many of whom require advice in more complex financial planning areas such as VCTs, EIS, and Inheritance Tax (IHT) planning. This role will suit a proven adviser with strong technical knowledge, excellent client management skills, and the drive to develop long-term relationships.

Key Responsibilities

• Provide tailored financial planning and wealth management advice to HNW clients.
• Manage and grow a provided client book, delivering excellent client service.
• Advise across a wide range of planning areas including pensions, investments, protection, and estate planning.
• Maintain technical knowledge across tax-efficient and complex planning strategies.
• Collaborate with internal colleagues to ensure holistic client outcomes.

About You

• Level 4 Diploma qualified as a minimum (Chartered or working towards desirable).
• Background as a Financial Planner/Adviser, ideally from an IFA or Discretionary Fund Management (DFM) environment.
• Experienced in working with HNW clients.
• Strong knowledge of complex planning including VCTs, EIS, and IHT.
• Excellent communication and relationship management skills.

Package & Benefits

• Salary from £70,000 – £90,000+ (higher for the right candidate).
• Discretionary bonus linked to personal and company performance.
• Full benefits package including:
• Private Medical Insurance (PMI)
• Permanent Health Insurance (PHI)
• Death in Service (DIS) cover
• Generous pension contributions (up to 12%)
• Hybrid working – 1 day per week from home, with flexibility around client commitments.
• Genuine career advancement opportunities within the Birmingham team.

If you are an ambitious, client-focused Financial Planner with the technical expertise and motivation to take your career forward, please get in touch to discuss this opportunity in confidence.