Recruit Wealth, a leading Midlands wealth management firm, seeks an experienced Financial Planner to join its established advisory team. You will inherit high-quality client relationships and develop new business, delivering comprehensive pension, investment, retirement, protection, and estate planning guidance.
The role combines servicing an existing client bank with proactive in-house opportunities, supported by paraplanning, administration and compliance resources to maximise client-facing
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Financial Planner – Inherit & Grow Midlands Client Base in Birmingham employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
