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- Tasks: Manage and develop a loyal client bank while delivering comprehensive financial planning services.
- Company: Independent financial planning firm known for its personal, relationship-driven approach.
- Benefits: Competitive salary, bonus scheme, hybrid working, and support towards Chartered status.
- Why this job: Focus on meaningful client relationships and make a real impact in their financial decisions.
- Qualifications: Minimum 3 years as a Financial Planner and Level 4 Diploma in Financial Planning.
- Other info: Join a close-knit team where your ideas are valued and career growth is supported.
The predicted salary is between 43000 - 51000 £ per year.
Are you an experienced Financial Planner looking for a role where you can genuinely focus on high quality, truly independent, client-centred financial planning? This Financial Planner job in Sutton Coldfield offers the chance to step into an established client bank within a supportive, close-knit team. You will join a team that works collaboratively to deliver tailored, holistic advice. With steady business growth and a reputation for long-term client relationships, this opportunity allows you to focus on delivering meaningful planning rather than chasing new business. You will inherit an existing portfolio, enabling you to straight away focus on providing financial planning to their clients. There is no requirement to bring clients with you. Naturally, they would like you to identify and act on organic new opportunities where possible, such as referrals and additional planning needs. This is an ideal role for someone who truly enjoys comprehensive financial planning, taking the time to understand clients' goals, and helping them navigate life's financial decisions with confidence.
Key aspects of the role include:
- Managing and developing an existing, loyal client bank
- Delivering a full financial planning service across retirement, investments, protection and estate planning
- Working closely with experienced Support Staff to ensure smooth and compliant advice delivery
- Spotting opportunities to deepen relationships and support clients further
- Contributing to a professional, collaborative and people-focused environment
Financial Planner Requirements
- Essential: Minimum 3 years experience as a Financial Planner / Financial Adviser
- Essential: Level 4 Diploma in Financial Planning
- Desirable: Working towards Chartered or already Chartered
- Essential: Strong written and verbal communication
- Desirable: Experience of delivering holistic, lifestyle-based planning
The Company
This independent financial planning firm is known for its personal, relationship-driven approach. The team is small, friendly, and closely aligned in the way they work with clients. They focus on long-term outcomes rather than product-led advice and pride themselves on truly understanding their clients' aspirations. The business continues to grow steadily and values advisers who want to build meaningful, enduring relationships.
Financial Planner Benefits
- Salary £50,000 to £60,000 depending on experience
- OTE £80,000 plus
- Bonus scheme linked to personal performance
- Hybrid working arrangement
- Support towards Chartered status
- Opportunity to join a close-knit team where your ideas are heard
Location
The role is based in Sutton Coldfield, with hybrid working available. Ideal candidates will live within a reasonable commute to the office.
If this sounds like the right next step in your career, we encourage you to apply today.
Financial Planner in Sutton Coldfield employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in Sutton Coldfield
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or local meet-ups in Sutton Coldfield to get your name out there and make those valuable connections.
✨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on your knowledge of holistic financial planning. Be ready to discuss how you can manage and develop an existing client bank while delivering tailored advice.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors. Focus on articulating your experience and how it aligns with the role's emphasis on client-centred financial planning.
✨Tip Number 4
Apply through our website! We love seeing candidates who are genuinely interested in joining our close-knit team. Make sure to highlight your passion for building long-term client relationships in your application.
We think you need these skills to ace Financial Planner in Sutton Coldfield
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience as a Financial Planner. We want to see how your skills align with the role, so don’t hold back on showcasing your client-centred approach!
Showcase Your Experience: Since we’re looking for someone with at least 3 years of experience, be sure to detail your previous roles and responsibilities. Highlight any specific achievements in managing client portfolios or delivering holistic financial planning.
Communicate Clearly: Strong written communication is key for this role. Keep your application clear and concise, and make sure to proofread for any typos or errors. We appreciate attention to detail, so let that shine through!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity. Don’t miss out!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Client-Centred Approach
Make sure you can articulate your understanding of client-centred financial planning. Be ready to discuss how you've previously tailored advice to meet individual client needs and how you build long-term relationships.
✨Showcase Your Holistic Planning Skills
Prepare examples that demonstrate your experience in delivering comprehensive financial planning services. Highlight specific cases where you've successfully managed retirement, investments, protection, and estate planning for clients.
✨Emphasise Team Collaboration
Since the role involves working closely with support staff, be prepared to discuss how you collaborate with others. Share experiences where teamwork has led to better client outcomes or smoother advice delivery.
✨Spot Opportunities for Growth
Think about how you've identified organic growth opportunities in past roles. Be ready to share strategies you've used to deepen client relationships and uncover additional planning needs, as this aligns with the company's focus on meaningful planning.
