Financial Planner

Financial Planner West Midlands Region All Clients/Succession Planning Up to 80,000 + Bonus + Benefits A leading independent wealth management business is seeking an experienced Financial Planner to join its established West 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 an excellent support infrastructure of paraplanning, compliance, 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, with no private equity backing or aggressive acquisitional scaling. 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 in-house enquiries being generated. Provide comprehensive advice across pensions, investments, retirement planning, protection, estate planning and other varied complex advice areas. Why This Role Stands Out Established Client Relationships You''ll work with an existing client base from an existing senior planner handover, allowing you to focus on advice delivery and relationship management. Strong Support Structure Dedicated ..... full job details .....