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Permanent

Financial Planner -Client Bank Provided -Flexible Working -West Midlands - Salary to £80,0

West Midlands
money-bag 70000.00-70000.00 Annual
3086850124
Posted 2 days ago

I''m currently working a long-standing client - a well-established and highly regarded wealth planning firm in the Birmingham area who are looking to welcome an experienced Financial Planner into their growing team.This is a fantastic opportunity for an adviser who wants a strong platform to build from. You''ll inherit an existing client bank generating approximately £250k in ongoing fees, alongside access to professional introducers providing a steady stream of high-quality leads.The firm has built long-standing relationships with its clients - many spanning over 10 years - including business owners, local professionals, and wealthy families. The focus is very much on long-term advice and client outcomes.The OpportunityThis role would suit a motivated and proactive Financial Planner who enjoys building relationships and growing their client base. There''s a real emphasis on energy and drive here - someone who wants to develop and make the most of the excellent opportunity in front of them.You''ll be fully supported by an experienced paraplanning and administration team, allowing you to focus on what an adviser does best - building and developing client relationships.The RoleManaging and developing an existing client bank (initially £250k ongoing fees)Delivering holistic financial planning advice across pensions, investments, protection, and estate planningConverting high-quality leads from professional introducersBuilding long-term relationships with a loyal and established ..... full job details .....

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