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Permanent

Financial Planner

mbf.
Birmingham
money-bag £60000 Annual
Posted: 11 June 2026 (Today)
Closing date: 11 July 2026
Ref: 3120677508

Financial PlannerLocation: BirminghamSalary: Up to £100,000 plus bonus and excellent benefitsAn established, highly respected wealth management firm is looking to appoint an experienced Financial Planner into its Birmingham office as part of continued, well funded growth.The Birmingham office is already a strong and collaborative environment, consisting of six Financial Planners including Director level advisers, a sizeable team of Paraplanners and Administrators, and a broader investment function including Private Client Investment Managers, Portfolio Managers, Intermediaries and Analysts. This structure allows advisers to focus on client outcomes and business development rather than administration.The OpportunityThe business has recently undergone a significant strategic change following its acquisition by a large global financial institution. This has removed many of the historic constraints of operating as a listed business and has enabled substantial investment into people, technology and proposition development. The firm now has the freedom to modernise its advice offering, invest for the long term, and grow in a sustainable, adviser led way.You will inherit a good level of existing clients, benefit from strong internal referral flow, and work closely with Investment Managers on client relationships. There is also a clear expectation, and support, to grow your own profile through professional connections and networking, with the backing of a recognised national ..... full job details .....

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