Your purpose
This Financial Planner job exists to provide comprehensive, compliant advice across pensions, investments, and broader financial planning. Working alongside dedicated technical and administrative teams, you are there to deliver tailored financial solutions and actively develop new client opportunities across the region.
Your day to day
- Deliver holistic advice across pensions, investments, and personal financial planning
- Manage existing client reviews and cultivate new business opportunities
- Work directly with dedicated paraplanners and administrators on case preparation
- Maintain thorough, compliant client files and technical documentation
Financial Planner Requirements
- Level 4 Diploma in Regulated Financial Planning (Essential)
- Proven experience as a qualified Financial Planner or Financial Adviser (Essential)
- Track record in business development and relationship management (Essential)
- Strong technical knowledge of holistic financial planning and compliance (Essential)
- Experience collaborating with dedicated paraplanning and administration support (Desirable)
Behind the role
You will join a national financial planning firm that actively fosters professional growth, team collaboration, and a healthy work-life balance.
Financial Planner Benefits
- Salary between £60,000-75,000
- Hybrid working arrangement requiring one day per week in the office
- 28 days holiday plus bank holidays and your birthday off
- Early finish every Friday at 2:15pm
- Company pension scheme and death in service benefit
- Full administrative and paraplanning support
What happens next
Your application comes directly to Premier Jobs UK. Our team reviews every application and replies to every candidate, whether or not you are taken forward. Where your experience fits, we aim to speak with you to understand your career goals, and nothing is ever sent to our client without your agreement.
Liability and disclaimer
Premier Jobs UK Limited is acting as an employment agency for this permanent vacancy. Salary, benefits and on-target earnings are supplied by our client, may change, and form no part of any offer or contract. We give no warranty as to accuracy and accept no liability for reliance on this advert, except where liability cannot lawfully be excluded.
Financial Planner in Birmingham employer: Premier Jobs UK
Our client is a dynamic national IFA firm that prioritises employee growth and development, making it an exceptional employer for those in the financial planning sector. With a strong commitment to professional advancement, a supportive work culture, and the flexibility of hybrid working in Bromsgrove, this Paraplanning Manager role offers a unique opportunity to lead a talented team while enjoying competitive benefits and a focus on operational excellence.
