Onboarding Financial Planner - Birmingham
Up to £80,000 + benefits + discretionary bonus | Hybrid working
This is an exciting opportunity for a Chartered Financial Planner to take on a pivotal role in a growing, forward-thinking financial planning firm. As the dedicated Onboarding Financial Planner, you will be the first point of contact for new clients, guiding them through their journey, helping them define their goals, and creating a clear financial plan before seamlessly handing them over to the servicing team.
What you’ll do:
- Act as the welcoming face of the firm, delivering engaging and inspiring client meetings.
- Guide new clients through their onboarding journey, helping them uncover their life goals and build a tailored financial plan.
- Ensure seamless handovers to servicing advisers while maintaining an excellent client experience.
- Represent the firm at events, build referral relationships, and contribute to thought leadership.
- Lead and mentor within the onboarding team, ensuring high standards of service and operational excellence.
What we’re looking for:
- Chartered Financial Planner (essential).
- Minimum 5 years’ experience in financial services, with a focus on onboarding, client acquisition, or business development.
- Strong relationship-building skills with the gravitas to inspire trust quickly.
- Experience with lifestyle financial planning and cashflow modelling (Truth, Voyant, or CashCalc preferred).
- A confident communicator who enjoys uncovering client goals and setting the foundations for long-term planning.
Why join:
- A collaborative, values-driven culture with a clear distinction between client acquisition and servicing.
- Strong support from marketing, paraplanning, and operations so you can focus on client engagement.
- Continuous development opportunities, including direct mentorship from leadership.
- Hybrid working model with many client meetings held in the firm’s offices.
If you’re ready to make a lasting first impression and play a central role in a growing, client-focused financial planning business, we’d love to hear from you.
Salary: Up to £80,000 + company benefits + discretionary bonus.
Sector:
- Financial Services
- Financial Planning
