Job Title: Director – Chartered Financial Planner
Location: Birmingham
Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Package
An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment Management organisation. This vacancy has become available following the departure of a long-standing Director, who is taking a career break. The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.
Role Overview:
• You will inherit a client base of approximately 150 HNW clients, each with a minimum of £1M in Funds Under Management (FUM).
• There is no requirement to bring an existing book of business, as all clients will be provided.
• Specialising in delivering complex financial advice, particularly in the areas of Divorce, Inheritance Tax (IHT) Planning, Pensions, and other intricate financial matters.
• You will have full autonomy to deliver bespoke financial planning strategies, continuing the high standard of service provided to these clients.
Key Responsibilities:
• Provide expert financial advice and guidance to HNW clients, ensuring tailored solutions to meet their individual needs.
• Work collaboratively with internal teams including Investment Managers, other Financial Planners, and the Paraplanning/Support teams.
• Maintain and enhance client relationships, offering first-class service and bespoke financial planning solutions.
• Stay informed of relevant regulatory and industry changes to deliver technically sound and compliant advice.
Key Requirements:
• Chartered Financial Planner qualification is essential.
• Extensive experience advising HNW clients, with a proven track record in areas such as Divorce settlements, IHT, Pensions, and other specialist planning areas.
• Strong technical knowledge, with a focus on complex financial planning issues.
• Excellent communication skills and the ability to build strong relationships both with clients and internal teams.
• Comfortable working in a flexible environment, but with a regular presence in the Birmingham office to foster internal collaboration.
On Offer:
• Competitive salary of £100,000 - £140,000 (negotiable depending on experience and qualifications).
• Discretionary annual bonus and an excellent benefits package including Private Medical Insurance (PMI), Pension, and more.
• The opportunity to work within a dynamic, internationally renowned Wealth Management firm.
• Flexible working arrangements, with the expectation of regular office presence to build key internal relationships.
This is an outstanding opportunity for a seasoned Chartered Financial Planner looking to take on a senior role, managing a prestigious portfolio of clients within a global firm.
Sector:
- Financial Services
- Financial Planning
