Financial Planner - Leading Investment Managers

  • Location

    Birmingham, West Midlands

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £40000 - £80000 per annum + Benefits + Bonus

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    about 2 years ago

  • Expiry date:


  • Consultant:


We currently require a Financial Planner to join one of the UK's top Financial Services Organisations. This business are truly HNW and represent the absolute top end of Wealth Management.

You will be working from their professional and vibrant offices which are based in central Birmingham.

You will be required to provide holistic financial planning advice to a long established client bank, these clients will bank with the business and therefore have assets of £500k as a minimum. Candidates will not be required to bring a client bank with them as all leads will be provided via the Investment Management arm of the business.

You will have 3+ years experience as a Financial Planner and should hold the Diploma in Financial Planning as a minimum, any further progression toward Chartered status would be considered advantageous.

An exquisite opportunity to join a market leading business who are respected as one of the best in the market.