Job Title: Financial Planner
Location: West Midlands ( Warwickshire and Worcestershire)
Salary: £50,000 – per annumWe are recruiting for a Financial Planner to join a well-established Financial Planning business. They are at a pivotal moment of positive change. They pride themselves on delivering exceptional service to their clients. Led by a modern, supportive leadership team, they foster a culture of collaboration and continuous improvement. As part of their expansion plans, they are seeking an experienced Financial Planner to join their team. This is an exciting opportunity to join a well-established and growing business with a strong emphasis on professional development and a client-centric approach. The geographical area for this role is West Midlands (Warwickshire and Worcestershire and the surrounding areas).
Key Requirements:
- CII Level 4 Diploma qualification (minimum).
- Experience advising clients.
- Drive, determination, and commitment demonstrated in everyday working practices.
- Excellent communication skills, with a client-focused approach.
- Commitment to ongoing personal and professional development.
- Proven track record of success as a tied, restricted, or independent financial planner.
Key Responsibilities:
- Provide comprehensive financial planning advice to clients, always prioritizing their needs.
- Utilize full admin and paraplanning support to deliver exceptional service.
- Manage existing client relationships inherited from long-standing planners.
- Develop new client relationships through proactive networking and business development efforts.
Benefits Package:
- Financial Planner Bonus Scheme.
- Fully matched Pension of 5.00%.
- Life Assurance (4 times basic salary).
- 28 Days Holidays plus Bank Holidays.
- “Guaranteed” bonus in the first year as the Planner inherits clients and gets up to speed.
If you are seeking a long-term role within a company that values its employees and fosters a supportive working environment, then this opportunity could be perfect for you. You will be joining a business focused on delivering excellence and making a positive impact on clients’ financial futures.
Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion.