Financial Planner
Job Title: Financial Planner
Location: Birmingham
Salary: Up to £80,000
Job Reference: 8391
Recruit UK is working with a Financial Planning lead fully integrated Wealth Manager which is looking for a Financial Planner to join their team in Birmingham.
Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession.
With existing and extensive leads to develop, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients and help drive the regional presence of the team.
To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and client events.
They offer a salary Up to £80,000 + a comprehensive benefits package and competitive bonus. As a company, they put a big emphasis on professional development and will provide you with the tools you require to succeed in this financial planning director-level role.
Their ideal candidate will be an established Financial Planner who has demonstrated their ability to develop a professional network, alongside managing a portfolio of private clients.
If you want to align yourself with one of the leading industry names and work for a company that will reward your long-term commitment, then apply now or reach out to organize an initial confidential discussion about the role and your circumstances.
Skills and experience required:
- Minimum of 2+ years’ experience as an IFA or Financial Planner
- Ideally, experience working in a holistic independent financial planning practice
- Level 4 Financial Planning Diploma
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with an Independent Financial Advice firm looking for a Financial Planner to join their practice in Birmingham.
Our commitment to you:
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole UK with a local touch through our regional teams.
- Never pester you.