A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships.The Role You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients. Key responsibilities include:Managing and developing long-standing HNW client relationships, ensuring excellent client outcomesDelivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planningConducting in-depth client conversations to fully understand financial goals and personal ambitionsProactively contributing to business growth through professional introducers, referrals and networkingWorking closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutionsSupporting the ongoing success and growth of the officeWhat You''ll BringChartered status (or close to achieving it)Experience within wealth management or financial planning, advising HNW clientsIn-depth technical knowledge across complex and higher-risk advice areasStrong relationship management ..... full job details .....