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Financial Planner
Birmingham, ENG
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Title - Financial Planner

Location - Birmingham (Home based)

Salary - Up to £70,000 + bonus

The Client:

Our client are a specialist provider of financial advice, tax planning, employee benefits and business consultancy services. Their clients include large and small businesses, entrepreneurs, owner-managers, senior executives and individuals.

Their approach extends beyond traditional financial advice. Their team of experienced planners and consultants will help you to make life changing decisions, empowering you to take control of your financial future, both personally and in your business.

They are looking for a Financial Planner to join their growing team. This individual will identify and provide financial planning advice to clients and maintain profitable long terms relationships with those clients in order to achieve their goals and aspirations. The ideal candidate will work remotely and however be based in Birmingham, with the ability to travel frequently.

Key Responsibilities:

  • Responsible for identifying and engaging suitable clients, in part through developing a network of connections leading to client recruitment. Setting client expectations in line with their business model.
  • Proactively provide on-going advice to clients (both self-sourced and those provided by internal and external Business Partnering) at regular agreed intervals, taking account of changes in their personal circumstances and the regulatory and legislative environment
  • Working in a team with the Paraplanners and professional support staff, ensure client instructions are executed in a timely manner and follow process standards
  • On an on-going basis identify and develop new opportunities with existing clients to ensure that the client’s portfolio fits with their requirements and optimises their investment and to identify any client referrals
  • Proactively engage with professional introducers and support them following the businesses guidance
  • Liaise with other professionals who support clients in the management of their affairs
  • Responsible for remaining competent and up to-date on legislation as an adviser through qualifications, attendance at conferences and training
  • Maintain all aspects of CPD/IDD requirement.

Person Specification


  • Demonstrable success in delivering quality client service.
  • Experience in working within a financial planning environment, preferably fee based. 
  • At least 3 years financial planning experience


  • Ideally University qualified or equivalent industry experience
  • Appropriate FCA qualifications - AQA level 4 or SCQF 8
  • Certified/Chartered Financial Planner

Skills / Personal Attributes

  • Honesty and integrity
  • Sound technical advising knowledge to current legislative, industry, products and corporate standards.
  • Excellent communication skills both written and verbal.
  • Good planning and organisational skills
  • Dynamic and enthusiastic
  • Sound problem solving skills, taking a client focused approach
  • Highly motivated, especially with regards to personal and professional development
  • Good interpersonal skills and relationship building
  • Computer literacy
  • Methodological approach to work

What’s in it for you?

  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • Birthday day off
  • Income protection for up to 5 years
  • Pirkx online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the businesses 'Academy' (to support future career aspirations).
  • Competitive bonus scheme

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.

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