Financial Planner in Birmingham

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 includ…

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