Role: Financial Planner
Location: West Midlands, Hybrid
Salary: £55,000 to £70,000 + bonus + benefits (negotiable)
Employment Type: Full-time
- An established and forward-thinking wealth management firm is seeking an experienced Financial Advisor to work closely alongside the Managing Director, supporting and ultimately leading the delivery of advice to a high-quality HNW client base.
- This is a unique opportunity to inherit a well-established book of High Net Worth and Ultra High Net Worth clients, taking ownership of the majority of client-facing responsibilities while the Managing Director focuses on the strategic growth and day-to-day leadership of the business.
The Opportunity
- You will play a pivotal role in delivering a high-touch, holistic wealth management service to clients with complex financial needs. The client base typically includes business owners, entrepreneurs, senior executives, trustees and multi-generational families, with portfolios often ranging from £1m to £10m+.
- You will be supported by a dedicated paraplanning and administrative team, though there may be occasions where you will contribute to technical work yourself.
- This role offers genuine long-term progression, including the potential for senior leadership responsibilities and equity participation for those who contribute to the firm’s growth.
Key Responsibilities
- Take ownership of an existing HNW/UHNW client portfolio, acting as a primary point of contact
- Deliver holistic financial planning advice across investments, retirement, tax, estate planning and protection
- Build and maintain strong, trust-based relationships with clients and their families
- Work closely with the Managing Director to ensure consistency of service and strategic direction
- Lead and participate in client meetings, providing clear, tailored advice and ongoing support
- Coordinate with external professionals including solicitors, accountants and tax advisers
- Oversee the preparation of suitability reports, planning strategies and review documentation
- Ensure all advice meets FCA regulatory standards and internal compliance requirements
- Support ongoing portfolio management and investment discussions with DFMs or internal teams
- Contribute to business development through networking, referrals and new client enquiries
About You
- Level 4 Diploma in Regulated Financial Planning (essential), Level 6 or Chartered desirable
- Proven experience advising HNW clients within wealth management or private banking
- Strong technical knowledge across pensions, investments, tax and estate planning
- Confident communicator with the credibility to work with sophisticated clients
- Highly organised with the ability to manage multiple client relationships effectively
- Commercially aware with an interest in contributing to business growth
What’s on Offer
- Inheritance of an established HNW client book
- Strong paraplanning and administrative support
- Clear progression pathway into senior leadership
- Opportunity to grow your own client base through referrals and networking
- Potential for equity participation based on performance and contribution
- Flexible hybrid working
- Competitive salary, bonus and benefits package
If you are an experienced Financial Advisor looking to step into a role with greater ownership, high-quality clients and genuine long-term progression, this opportunity offers an excellent platform to advance your career.
Sector:
- Financial Services
- Financial Planning
