Financial Planner salaries in Birmingham, WMD

Diploma qualified status, such as DipFA, DipPFS or equivalent. 2 weeks Christmas office closure. At least 18 months’ experience providing regulated financial…

Up to £60,000 a year

Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’…

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.

£25,000 - £30,000 a year

7 days ago

Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…

£26,000 - £34,000 a year

7 days ago