Financial Planner

Role: Financial PlannerLocation: West Midlands, HybridSalary: £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 contactDeliver holistic financial planning advice ..... full job details .....