Financial Planner (Private Clients)

Financial Planner (Private Clients)Sutton Coldfield Hybrid (3 days per week in office)£80,000 - £100,000 (Negotiable depending on experience)An outstanding opportunity has arisen for an experienced Financial Planner to join one of the Midlands'' most highly regarded Chartered Financial Planning firms.This is not a traditional adviser role.Rather than operating independently with a constant focus on generating new business, you''ll become part of a collaborative team dedicated to delivering exceptional ongoing financial planning to an established portfolio of high net worth clients.The firm has built an outstanding reputation for putting clients first, investing in its people and fostering a genuinely supportive culture. Advisers work closely with experienced paraplanners, administrators and fellow planners, allowing them to focus on providing high-quality advice and developing long-term client relationships.If you''re passionate about financial planning and enjoy working as part of a team, this is an opportunity to join a business where collaboration, technical excellence and client outcomes come before individual targets.The RoleYou''ll provide holistic financial planning advice across a broad range of areas, including:• Retirement Planning • Investment Planning • Estate and Inheritance Tax Planning • Tax Planning • Protection Planning • Cashflow Modelling • Ongoing strategic reviews with existing clientsWorking closely with the wider planning team, you''ll help clients ..... full job details .....