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    • You'll inherit an established client bank, benefit from full paraplanning and administrative support, and work with clients requiring complex and rewarding…
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    • Deliver holistic financial planning tailored to individual client needs.
    • Keep up to date with UK financial regulations and FCA requirements.
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    • Working within a hybrid environment, you'll focus on building strong client relationships, delivering holistic financial planning solutions, and helping clients…
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    • Previous adviser experience within a financial planning or IFA environment.
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Job Post Details

Chartered Financial Planner - job post

Capio Recruitment
Birmingham•Hybrid work
£80,000 - £100,000 a year - Full-time

Job details

Pay

  • £80,000 - £100,000 a year

Job type

  • Full-time

Location

Birmingham•Hybrid work

Benefits

Pulled from the full job description

  • Financial planning services
  • Employee discount
  • Life insurance
  • Company pension
  • Work from home
  • On-site parking

Full job description

Chartered Financial Planner

West Midlands

£80,000 - £100,000 Basic + Bonus + Benefits

Existing Client Bank | Full Paraplanning Support | Complex Financial Planning | Long-Term Investment Opportunity

We are partnering with a leading and growing IFA firm in the West Midlands that is looking to appoint an experienced and Chartered Financial Planner as part of an exciting growth phase following recent private equity investment.

This is an excellent opportunity for advisers who want to be focus on delivering high-quality financial planning and building long-term client relationships, without the pressure of generating significant new business from scratch.

You'll inherit an established client bank, benefit from full paraplanning and administrative support, and work with clients requiring complex and rewarding financial planning advice.

About You

  • Level 6 Advanced Diploma in Financial Planning
  • 5+ years providing regulated, holistic Financial planning advice
  • Comfortable managing an established client bank and handling complex planning cases
  • Strong relationship-building and communication skills

If you're looking to join a growing business with ambitious plans, strong investment backing and genuine long-term career potential, we'd love to hear from you.

INDACWEA

Pay: £80,000.00-£100,000.00 per year

Benefits:

  • Company pension
  • Employee discount
  • Financial planning services
  • Life insurance
  • On-site parking
  • Work from home

Work Location: Hybrid remote in Birmingham

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