Financial Planner in Birmingham

Financial Planner in Birmingham

Birmingham Full-Time 76500 - 93500 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Help clients achieve financial goals with expert planning and support.
  • Company: Award-winning Wealth Planning firm expanding its team.
  • Benefits: Competitive OTE of £100,000+, full remote work, and extensive training.
  • Other info: Enjoy full Paraplanning support and excellent career growth opportunities.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Diploma and experience as a Financial Adviser/Planner required.

The predicted salary is between 76500 - 93500 £ per year.

An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position.

This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

Financial Planner in Birmingham employer: Pinstripe Personnel

Join an award-winning, client-focused Mortgage Brokerage in Epsom, where you will thrive in a supportive work culture that prioritises employee growth and development. With all leads provided and a competitive OTE of £100,000+, this role offers not only financial rewards but also the chance to make a meaningful impact on clients' lives. Experience a collaborative environment with dedicated management and administration teams to help you succeed in your career as a Protection Adviser.

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Contact Details:

Pinstripe Personnel Recruitment Team

We think you need these skills to ace Financial Planner in Birmingham

Financial Planning
Wealth Management
Diploma in Financial Planning
Business Development
Paraplanning Support
Client Relationship Management
Market Analysis