Chartered Financial Planner
West Midlands
£80,000 - £100,000 Basic + Bonus
Existing Client Bank | Full Paraplanning Support | Complex Financial Planning | Long-Term Investment Opportunity
We are partnering with a leading and growing IFA firm in the West Midlands that is looking to appoint several Financial Planners as part of an exciting growth phase following recent private equity investment.
This is an excellent opportunity for advisers who want to be focus on delivering high-quality financial planning and building long-term client relationships, without the pressure of generating significant new business from scratch.
You'll inherit an established client bank, benefit from full paraplanning and administrative support, and work with clients requiring complex and rewarding financial planning advice.
About You
- Level 4 Diploma qualified as a minimum, preferably Chartered
- 3+ years providing regulated, holistic Financial planning advice
- Comfortable managing an established client bank and handling complex planning cases
- Strong relationship-building and communication skills
If you're looking to join a growing business with ambitious plans, strong investment backing and genuine long-term career potential, we'd love to hear from you.
INDACWEA
Pay: £80,000.00-£100,000.00 per year
Benefits:
- Company events
- Company pension
- Employee discount
- Financial planning services
- Life insurance
- Profit sharing
- Work from home
Work Location: Hybrid remote in Birmingham
