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Permanent

Financial Planner

Recruit Wealth
Birmingham
money-bag £75000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3171806701

A leading and rapidly growing independent wealth management business is seeking an experienced Financial Planner to join its established Midlands advisory team. This is an outstanding opportunity for a client-focused Financial Planner who wants to spend time delivering high-quality financial planning and building meaningful client relationships. The business has built a strong reputation for delivering holistic advice, helping clients navigate every stage of their financial journey. With significant investment in support infrastructure, paraplanning, compliance and client servicing, all advisers are enabled to focus on what they do best, providing exceptional financial planning advice. You''ll be joining a highly respected name that combines the resources, stability and opportunities of a large national wealth management group with their culture, flexibility and client-centric approach within a regional, local independent practice. The Opportunity As a Financial Planner, you will inherit and develop an existing and quality client bank from an exiting advisor (Succession Planning) whilst also working with new enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and other varied advice areas. The role offers an excellent balance between servicing existing relationships and developing new in-house opportunities, allowing you to focus on delivering long-term value to clients. Why This Role Stands ..... full job details .....

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