Financial Planning Director – Birmingham
Location: Birmingham
Package: up to £120,000 plus company benefits and bonus
An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office.
This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values.
The Opportunity
As Financial Planning Director, you will work closely with the Office Lead, a highly experienced Financial Planner, and the company’s Investment Managers to deliver a seamless, client-focused wealth management service.
Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking.
You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service.
Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base.
Key Responsibilities
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Provide holistic financial planning and investment advice across pensions, investments, protection, and estate planning.
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Manage and develop relationships with new and existing clients, ensuring an exceptional standard of advice and service.
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Collaborate closely with the Office Lead and Investment Managers to deliver integrated financial and investment solutions.
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Drive new business opportunities through proactive networking, referrals, and professional partnerships.
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Lead, mentor, and develop paraplanners and support staff within the office.
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Contribute to the continued commercial growth and strategic development of the Birmingham office.
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Maintain high standards of professionalism, compliance, and ethical conduct in all client interactions.
About You
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Chartered Financial Planner (or close to Chartered status).
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Proven success in new business development and long-term client relationship management.
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Strong technical knowledge across all areas of financial planning.
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Commercially astute with excellent communication and interpersonal skills.
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Experienced team leader who can inspire and develop others.
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Ideally experienced in Defined Benefit Pension Scheme transfers.
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Collaborative, empathetic, and motivated by shared success.
Package and Benefits
The role offers a competitive package of up to £120,000 basic salary plus a range of benefits, including:
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9% employer pension contribution
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10x death in service cover
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Share plan
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Private medical insurance and dental cover
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Study support and professional development opportunities
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Discretionary annual bonus based on performance
The package is negotiable to attract the right candidate.
Why Apply?
This role offers a unique opportunity to join a respected wealth management firm with a clear purpose and long-term vision. You will work alongside highly experienced professionals, enjoy autonomy in managing your clients, and play a pivotal role in shaping the continued growth of the Birmingham office.
If you are a senior-level financial planner with strong business development credentials and a passion for delivering outstanding client outcomes, this could be the perfect next step in your career.
Sector:
- Financial Services
- Financial Planning
