Financial Planner
Location: Halesowen, West Midlands | Salary: £50,000 - £100,000 per year | Job type: Permanent
Role Summary
This advisory role is located in the Birmingham office and surrounding areas, servicing existing clients and building new in‑house client activity.
Responsibilities
* Provide pension, investment, and protection advice to private clients.
* Support existing clients and support the development of new client relationships.
Qualifications
* Several years of experience in financial planning or wealth advisory.
* CAS or FCA registered, with a minimum Diploma qualification.
* Exemplary track record in pension, investment, and protection advice to private clients.
Benefits
* Market‑leading independent proposition with a fair and transparent fee structure.
* Excellent bonuses available through initial fee and recurring income.
* Full paraplanning/admin support from the existing team and offices.
* Home and office working fully supported.
Applicants are ideally located in the West Midlands to service the wider client bank.
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