A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team.
This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships.
The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice.
You’ll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client‑centric approach within a regional, local independent practice.
As a Financial Planner, you will inherit and develop an existing portfolio of clients whilst also working with new enquiries generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and varied wealth strategies.
The role offers an excellent balance between servicing existing relationships and developing new in‑house opportunities, allowing you to focus on delivering long‑term value to clients rather than operating in a heavily sales‑driven environment.
You’ll work with an existing client base, allowing you to focus on advice delivery and relationship management whistly still identifying new advice areas.
Dedicated paraplanning, administration and compliance support enables advisers to maximise client‑facing time and focus on delivering high‑quality outcomes.
The business promotes a true financial planning approach, placing client outcomes at the heart of every recommendation, rather than focusing on or transactional advice.
As part of a highly successful and expanding wealth management group, advisers benefit from long‑term stability, ongoing investment and clear opportunities for career progression.
The organisation actively supports adviser development, professional qualifications and continuous improvement, making it an excellent environment for ambitious planners looking to further their careers.
You’ll join a supportive and professional team where knowledge sharing, collaboration and client‑first thinking are genuinely valued.