Are you an experienced Financial Planner looking for a role where you can genuinely focus on high quality, truly independent, client‑centred financial planning? This Financial Planner job in Sutton Coldfield offers the chance to step into an established client bank within a supportive, close‑knit team.
You will join a team that works collaboratively to deliver tailored, holistic advice. With steady business growth and a reputation for long‑term client relationships, this opportunity allows you to focus on delivering meaningful planning rather than chasing new business. You will inherit an existing portfolio, enabling you to straight away focus on providing financial planning to their clients.
There is no requirement to bring clients with you. Naturally, they would like you to identify and act on organic new opportunities where possible, such as referrals and additional planning needs.
This is an ideal role for someone who truly enjoys comprehensive financial planning, taking the time to understand clients’ goals, and helping them navigate life’s financial decisions with confidence.
Key aspects of the role include:
* Managing and developing an existing, loyal client bank
* Delivering a full financial planning service across retirement, investments, protection and estate planning
* Working closely with experienced Support Staff to ensure smooth and compliant advice delivery
* Spotting opportunities to deepen relationships and support clients further
* Contributing to a professional, collaborative and people‑focused environment
Financial Planner Requirements
* Essential: Minimum 3 years’ experience as a Financial Planner / Financial Adviser
* Essential: Level 4 Diploma in Financial Planning
* Desirable: Working towards Chartered or already Chartered
* Essential: Strong written and verbal communication
* Desirable: Experience of delivering holistic, lifestyle‑based planning
The Company
This independent financial planning firm is known for its personal, relationship‑driven approach. The team is small, friendly, and closely aligned in the way they work with clients. They focus on long‑term outcomes rather than product‑led advice and pride themselves on truly understanding their clients’ aspirations. The business continues to grow steadily and values advisers who want to build meaningful, enduring relationships.
Financial Planner Benefits
* Salary £50,000 to £60,000 depending on experience
* OTE £80,000 plus
* Bonus scheme linked to personal performance
* Hybrid working arrangement
* Support towards Chartered status
* Opportunity to join a close‑knit team where your ideas are heard
Location
The role is based in Sutton Coldfield, with hybrid working available. Ideal candidates will live within a reasonable commute to the office.
If this sounds like the right next step in your career, we encourage you to apply today.
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