Overview
Senior Consultant • Wealth Management & Financial Services Recruitment Specialist • Career Coach • Let’s Connect!
Location: Birmingham
Salary: Up to £90,000 + Benefits
Contract: Permanent | Flexible / Hybrid Working
About the role
A Fantastic Opportunity
An exciting opportunity has arisen for a Senior Financial Planner to join a highly successful and expanding personal wealth team. This is a rare chance to play a key role in a growing business, with the scope to shape its future direction while delivering outstanding financial outcomes for clients.
What you’ll be doing
* Delivering holistic financial planning across pensions, investments, protection, and wealth management.
* Onboarding and serving new clients, supported by workplace activity, professional connections, and other introducer channels.
* Conducting in-depth assessments of client circumstances, analysing current provision, and developing tailored strategies to achieve their goals.
* Providing expert guidance at client meetings, whether online, in the office, or at client premises.
* Supporting wider distribution efforts by attending and delivering webinars, seminars, and presentations to large audiences.
* Maintaining the highest standards of regulatory compliance, disclosure, and reporting.
* Keeping up to date with legislation, product developments, and market changes to ensure clients always receive well-informed advice.
* Collaborating with paraplanners, administrators, and other advisers to deliver excellent client outcomes.
* Building long-term introducer relationships with professional connections and external partners.
What we’re looking for
* Chartered Financial Planner (Level 6 qualification or close to required).
* Demonstrable track record as a regulated financial adviser with a strong focus on positive client outcomes.
* Excellent interpersonal, communication, and presentation skills.
* Comfortable engaging with clients at all levels, from individuals to large corporate audiences.
* Proven ability to grow and retain a client base through networking, relationship management, and proactive business development.
* Strong technical knowledge and analytical skills with the ability to simplify complex financial concepts for clients.
* High levels of professionalism, integrity, and client confidentiality.
* Collaborative, flexible, and supportive team player.
Why join
* Competitive salary up to £90,000 plus discretionary bonus.
* Flexible / hybrid working patterns.
* Dedicated paraplanner and administration support to free you to focus on clients.
* Career progression opportunities in a growing, forward-thinking business.
* Inclusive and collaborative culture that values professionalism and client-first outcomes.
This is more than just a Financial Planner role - it’s an opportunity to influence, grow, and progress in a supportive team that puts clients at the heart of everything.
If you’re ready to take the next step in your career as a Senior Independent Financial Planner in Birmingham, we’d love to hear from you.
Seniority level
* Mid-Senior level
Employment type
* Full-time
Job function
* Finance
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