Financial Planner
Financial PlannerFinancial Planning Division Investment Management OrganisationLocation: Birmingham areaSalary: Up to £70,000 plus excellent benefits and car allowanceThe OpportunityAn exciting opportunity has arisen for a Financial Planner to join the Financial Planning division of a well-established investment management organisation, supporting clients across the Birmingham region. This role sits within a highly respected, relationship-led environment focused on delivering long-term financial advice to high-net-worth individuals, families, and high-earning professionals.Typical clients include business owners, entrepreneurs, and senior professionals such as Partners within legal and accountancy practices. Financial Planners work exclusively with existing clients of the organisation, conducting most meetings within local offices alongside Private Bankers and Investment Managers.This position offers the opportunity to inherit an existing client book while also developing new planning opportunities organically through collaboration with internal colleagues rather than external marketing or business development activity.The RoleYou will provide holistic financial planning advice aligned with the organisation''s client-first philosophy. Success in the role comes from building trusted relationships and delivering high quality advice rather than sales targets or incentives.Key responsibilities include:Delivering comprehensive financial planning advice to high-net-worth clientsMan
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!