Onboarding Financial Planner - Birmingham
Up to £80,000 + benefits + discretionary bonus | Hybrid working
This is an exciting opportunity for a Chartered Financial Planner to take on a pivotal role in a growing, forward-thinking financial planning firm. As the dedicated
Onboarding Financial Planner
, you will be the first point of contact for new clients, guiding them through their journey, helping them define their goals, and creating a clear financial plan before seamlessly handing them over to the servicing team.
What you'll do:
* Act as the welcoming face of the firm, delivering engaging and inspiring client meetings.
* Guide new clients through their onboarding journey, helping them uncover their life goals and build a tailored financial plan.
* Ensure seamless handovers to servicing advisers while maintaining an excellent client experience.
* Represent the firm at events, build referral relationships, and contribute to thought leadership.
* Lead and mentor within the onboarding team, ensuring high standards of service and operational excellence.
What we're looking for:
* Chartered Financial Planner
(essential).
* Minimum 5 years' experience in financial services, with a focus on onboarding, client acquisition, or business development.
* Strong relationship-building skills with the gravitas to inspire trust quickly.
* Experience with lifestyle financial planning and cashflow modelling (Truth, Voyant, or CashCalc preferred).
* A confident communicator who enjoys uncovering client goals and setting the foundations for long-term planning.
Why join:
* A collaborative, values-driven culture with a clear distinction between client acquisition and servicing.
* Strong support from marketing, paraplanning, and operations so you can focus on client engagement.
* Continuous development opportunities, including direct mentorship from leadership.
* Hybrid working model with many client meetings held in the firm's offices.
If you're ready to make a lasting first impression and play a central role in a growing, client-focused financial planning business, we'd love to hear from you.
Salary:
Up to £80,000 + company benefits + discretionary bonus.