Chartered Financial Planner
£80,000–£90,000 plus benefits and bonus
(Sutton Coldfield / West Midlands)
Our client, a well-established and highly respected firm of Chartered Financial Planners with over 20 years’ experience in the West Midlands, is seeking a technically strong and highly qualified Chartered Financial Planner to join their team. This is a client servicing-focused role, managing and growing an existing portfolio of high-net-worth clients.
About the Role
This role is dedicated to servicing an existing client base and taking new clients from the onboarding team. There are no business development targets – your focus will be on providing first-class financial planning and advice. You will work closely with a highly experienced team and deliver holistic, technically robust solutions, including cashflow planning, retirement, investments, and protection strategies.
Key Responsibilities:
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Manage and service a portfolio of high-net-worth clients, providing comprehensive financial planning advice.
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Take clients from the onboarding team and integrate them seamlessly into your portfolio.
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Prepare and deliver technical reports, recommendations, and cashflow plans.
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Maintain compliance, documentation, and high standards of client communication.
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Collaborate with colleagues to ensure exceptional client service and technical excellence.
Candidate Requirements:
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Fully qualified Chartered Financial Planner.
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Strong technical knowledge, including cashflow planning.
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Experience servicing high-net-worth clients and building long-term relationships.
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Professional, proactive, and client-focused approach.
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Willingness to work on-site initially to learn systems and processes before hybrid/flexible working.
What’s on Offer:
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Competitive salary of £80,000–£90,000 depending on experience and qualifications.
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Full company benefits package and discretionary annual bonus
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Flexible working arrangements considered; most client meetings are on-site.
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Opportunity to work in a highly qualified, experienced, and supportive team.
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A client-focused role with no business development pressures.
Salary: £80,000–£90,000
Sector:
- Financial Services
- Financial Planning
