Financial Planner
Location: Birmingham
Salary: Up to £80,000 + Bonus & Benefits
An exciting opportunity has arisen for an experienced Financial Adviser to join a growing and ambitious wealth management business. This role offers the chance to work with an established client base while being supported by a strong paraplanning and administration team, allowing you to focus on delivering exceptional financial planning advice and client outcomes.
The successful candidate will provide tailored advice across pensions, investments, tax planning, savings and protection, building long‑term client relationships and helping clients achieve their financial goals.
To be considered for this role you will need to have a minimum of 3 years in an Advising role and be responsible for managing a client bank consisting of around 70 million AUM.
What's on Offer
- Salary up to £80,000 (experience dependent)
- Bonus and benefits package
- Strong paraplanning and administration support
- Opportunity to join a growing and forward‑thinking business
- Collaborative and supportive working environment
- Long‑term career development opportunities
The Role
As a Financial Adviser, you will take responsibility for managing and developing client relationships, delivering high quality regulated advice and supporting clients through every stage of their financial planning journey.
You will work collaboratively with internal teams to ensure clients receive a seamless and professional service while also contributing to the continued growth and development of the business.
Key Responsibilities
- Provide holistic financial planning advice across pensions, investments, tax planning, savings and protection
- Build and maintain strong client relationships through a personalised approach
- Manage all aspects of the client relationship, understanding clients' objectives and financial circumstances
- Work closely with paraplanning and administration teams to deliver excellent service and timely advice
- Retain and develop an existing client bank while identifying opportunities to increase assets under management
- Support continuous improvement initiatives across the wider business
- Maintain CPD requirements and annual SPS accreditation
- Ensure all advice meets FCA and regulatory standards
About You
- Fully qualified Financial Adviser with Level 4 Diploma essential
- Strong technical knowledge across wealth management and financial planning
- Experience advising clients both face‑to‑face and remotely
- High net worth client experience advantageous but not essential
- Excellent communication and relationship management skills
- Strong attention to detail and organisational skills
- Experience using financial planning software
- Collaborative team player with a proactive and client‑focused approach
- Driven, ambitious and motivated to succeed
- Minimum of 3 years in an Advising role
Financial Planner in Birmingham employer: NJR Recruitment
Join a dynamic and growing eCommerce business that values creativity and innovation in the sports retail sector. With a remote working model complemented by bi-weekly team meetings in North Manchester, you'll enjoy a flexible work environment while contributing to exciting projects that drive market expansion. The company fosters a collaborative culture with ample opportunities for professional growth, making it an ideal place for motivated individuals looking to make a meaningful impact.
