Financial Planner – Staffordshire / Field-Based (Existing Client Portfolio)
Salary: £50,000 – £90,000 + discretionary performance-based bonus
Location: Field-based across Staffordshire & the wider Midlands (occasional office attendance in Lichfield)
Employment type: Full-time
Qualification: Minimum Level 4 Diploma (Chartered or working towards preferred)
About the Company
Our client is a modern, next-generation wealth management firm dedicated to helping individuals and families align their financial resources with their life goals. Their approach goes beyond investment management, delivering holistic planning that integrates investment strategy, tax efficiency, estate considerations, and risk management. The firm combines a personalised client experience with smart technology to provide transparent, proactive advice.
The Opportunity
An exciting opportunity has arisen for an experienced Financial Planner to join a well-established and reputable wealth management firm, servicing an existing portfolio of loyal clients (AUM circa £60m).
This role is primarily field-based, covering Staffordshire and the wider Midlands region – roughly between Stoke and Leicester, with a small number of clients further south (London and the South Coast). You’ll have the flexibility to manage your diary while maintaining regular client contact. Attendance at the Lichfield office will be required occasionally for team meetings and collaboration.
There is no requirement to bring an existing client book, though planners with clients wishing to transition are of course welcome.
Key Responsibilities
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Manage and nurture long-term relationships with an established base of high-net-worth clients.
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Conduct regular client review meetings to assess objectives, update plans, and deliver clear, actionable advice.
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Develop and implement comprehensive, goals-based financial plans covering areas such as:
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Retirement and cashflow planning
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Tax-efficient investment strategies
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Estate and succession planning
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Risk management and protection solutions
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Work collaboratively with internal investment teams and external professionals (accountants, solicitors, etc.) to provide fully integrated advice.
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Ensure all client activity meets regulatory standards and is documented to the highest level.
About You
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Level 4 Diploma in Regulated Financial Planning (essential).
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Proven experience providing holistic financial advice to private clients.
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Strong interpersonal and relationship management skills.
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Self-motivated, ethical, and client-focused approach.
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Chartered or working towards Chartered status (desirable).
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Midlands-based, with flexibility to travel across Staffordshire and surrounding areas.
Rewards & Benefits
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Competitive salary £50,000 – £90,000, depending on experience and qualifications.
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Discretionary performance-related bonus.
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Support for further professional qualifications and Chartered progression.
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Field-based flexibility and autonomy within a supportive, forward-thinking firm.
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Opportunity to focus on client relationships rather than new business targets.
Sector:
- Financial Services
- Financial Planning
