At a Glance
- Tasks: Manage existing investment clients and provide holistic financial planning.
- Company: Established financial planning firm in Birmingham with a warm-desk opportunity.
- Benefits: Remote/hybrid working, long-term career growth, and a pipeline of qualified leads.
- Other info: Confidential appointment with excellent support from a well-backed group.
- Why this job: Inherit clients from day one and focus on building strong client relationships.
- Qualifications: Level 4 Financial Planner with experience in client management.
The predicted salary is between 49500 - 60500 £ per year.
We’re looking for an experienced Financial Planner to join a well-established and growing financial planning firm based in Birmingham. This is a genuine warm-desk opportunity. You’ll inherit a minimum of 40 existing investment clients from day one, alongside a pipeline of qualified leads provided by the business. The focus is on financial planning, client relationships and converting opportunities, rather than building a client bank from scratch.
The role:
- Minimum 40 existing investment clients to inherit
- Qualified leads provided
- Remote / hybrid working
- Holistic financial planning across pensions, investments, protection and tax
- Cashflow modelling and lifestyle financial planning
- Long-term career opportunities within a growing, well-backed group
- Chartered status preferred, or working towards it
You’ll need to be an experienced Level 4 Financial Planner who is comfortable taking ownership of established client relationships and able to hit the ground running. The appointment is confidential and the firm’s identity will be shared with suitable candidates following an initial conversation.
Experienced Financial Adviser employer: Amc Ltd
Join a dynamic and supportive financial planning firm in Birmingham, where you'll benefit from a warm-desk opportunity with an established client base and a steady stream of qualified leads. Our culture prioritises collaboration and professional growth, offering long-term career advancement within a well-backed group, while also embracing flexible remote and hybrid working arrangements to ensure a healthy work-life balance.
