A leading financial institution in Birmingham seeks a Wealth Planner to assist clients in shaping their financial future through tailored planning and investment advice. The successful candidate will build lasting client relationships, utilize digital tools for engagement, and ensure compliance with financial regulations. The position requires a financial planning qualification at RDR Level 4, along with experience in personalized planning. This is a pivotal role within the organization's Mass Affluent Business. #J-18808-Ljbffr