Senior Financial Planner | Holistic Wealth & Client Focus in Birmingham

Senior Financial Planner | Holistic Wealth & Client Focus in Birmingham

Birmingham Full-Time No working from home possible
Recruit Wealth Ltd

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its Midlands advisory team in the Birmingham area. You will inherit an existing client portfolio and develop new opportunities, delivering holistic financial planning across pensions, investments, retirement and estate planning.

The role emphasizes client relationships, professional development and high-quality advice with support infrastructure and a culture focused on client outcomes.

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Senior Financial Planner | Holistic Wealth & Client Focus in Birmingham employer: Recruit Wealth Ltd

Recruit Wealth Ltd is an excellent employer that prioritises employee growth and development within a dynamic and supportive work culture. With hybrid working arrangements, competitive salaries, and a commitment to professional advancement, employees are empowered to thrive in their roles while contributing to exceptional client service in the financial planning sector.

Recruit Wealth Ltd

Contact Details:

Recruit Wealth Ltd Recruitment Team