Financial Planner

Location: West Midlands (Solihull)

Working Arrangement: Predominantly Remote

The Opportunity

An exciting opportunity has arisen for an experienced Financial Planner to join a highly regarded wealth management business in the West Midlands.

The successful individual will have the opportunity to step into an established High Net Worth (HNW) client bank from day one, providing ongoing financial planning advice and developing long-standing client relationships.

This is an attractive proposition for an ambitious Financial Planner looking for an established client base, excellent earning potential and the flexibility of predominantly remote working.

Key Responsibilities

• Managing and developing an established portfolio of HNW private clients.
• Providing holistic financial planning advice tailored to individual client needs.
• Conducting regular client reviews and maintaining strong relationships.
• Identifying opportunities to develop existing client relationships and generate additional business.
• Working closely with internal support teams to deliver a high standard of client service.
• Maintaining accurate client records and ensuring FCA compliance.

The Ideal Candidate

• Level 4 Diploma qualified as a minimum.
• Previous experience operating as a Financial Planner / Independent Financial Adviser.
• Strong experience advising HNW clients.
• Excellent communication and relationship-building skills.
• A commercially minded approach with a genuine focus on client outcomes.
• Chartered status would be advantageous but is not essential.



Package & Benefits

• Basic salary up to £70,000.
• Significant additional bonus potential.
• Established HNW client bank from day one.
• Predominantly remote working.
• Access to the Solihull office as and when required.
• Opportunity to join a highly regarded name within the wealth management sector.