Financial Planner

3 weeks ago

Birmingham, United Kingdom Recruit UK Full time

Job Title: Financial Planner

Industry: Financial Planning

Location: Birmingham (remote)

**Salary**: up to £50,000

Job Reference: 6939

**Job Description**:
Recruit UK is working on an excellent opportunity for a Financial Planner in the West Midlands to join an Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.

They are currently looking to bring on a Financial Planner to join their existing team in the West Midlands due to continued success and growth. This is an excellent opportunity for a Financial Planner, to take on a new challenge and join a leading financialplanning firm.

This role will involve driving financial education delivery to a range of corporate clients, delivering best practice and co-ordinating advice across the wider group.

Duties will involve, but not be limited to:

- Developing the strategic vision for the development of the division
- Delivering financial education framework to clients
- Keeping up to date with industry developments
- Managing the delivery of Financial Education to clients ensuring engagement that meets the clients' requirements
- Coordinate with other departments to deliver best practice level service to all clients
- Identify opportunities to introduce to other Financial Planners for additional services, developing cross departmental servicing
- Keep up to date with industry developments

What’s in it for you?
- Salary negotiable dependent on skills and experience up to £50,000
- Discretionary bonus scheme
- The company will match pension contributions up to the rate of 5%
- Generous sick pay
- Flexible home and office working
- Group death in service
- Group Income Protection
- Assistance with future examinations
- 28 dates annual leave (FTE)
- Online discounts portal

Skills and experience required:

- Demonstrable success in delivering quality client service
- Level 4 Financial Planning Diploma
- Experience in working within financial planning
- At least 3+ years financial planning experience

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, RecruitUK is pleased to be working with an Independent Financial Advice firm based in the West Midlands on a Financial Planning role.

Our commitment to you:

- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.

  • Financial Planner

    2 weeks ago

    Birmingham, United Kingdom AMG Search Full time

    **AMG Search is currently looking for a Financial Planner to join a major Wealth Management business.** - As Financial Planner you will provide a financial planning and wealth management advice to high net worth clients in your area - You will provide advice in pensions, investments, protection, taxation planning & trusts - You will be given a quality...

  • Financial Planner

    1 month ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us...

  • Financial Planner

    4 weeks ago

    Birmingham, United Kingdom Regional Recruitment Services Full time

    Job Title: Financial PlannerAll the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.Location: Fully Remote (office available if required)Hours of Work: 09:00 – 17:00 approx.Type: Permanent, self-employedStart Date: Immediately (flexible for notice periods)We are hiring for a...

  • Financial Planner

    1 month ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom QUILTER PLC Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    1 month ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom QUILTER PLC Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    1 month ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    3 weeks ago

    Birmingham, Birmingham, United Kingdom QUILTER PLC Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    3 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    5 days ago

    Birmingham, Birmingham, United Kingdom QUILTER PLC Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    3 weeks ago

    Birmingham, Birmingham, United Kingdom QUILTER PLC Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart, and...

  • Financial Planner

    2 weeks ago

    Birmingham, United Kingdom CFP JOBS Full time

    **Salary to £85,000 - Clients based North Birmingham** **Bonus, electric car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.** **Hybrid working** Do you thrive working with high-net-worth clients, with an average of £500,000+ of...

  • Associate Financial Planner

    2 months ago

    Birmingham, United Kingdom IDEX Consulting Full time

    A forward-thinking Financial Planning practice has a career opportunity for a self-motivated and client focused Associate Planner with a can-do attitude who is looking to build a successful career within Financial Planning. This is an excellent progressive career opportunity to join a tech-savvy next-gen lifestyle focused financial planning firm with...

  • Financial Planner

    4 weeks ago

    Birmingham, West Midlands, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    2 weeks ago

    Birmingham, West Midlands, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us apart,...

  • Financial Planner

    2 weeks ago

    Birmingham, United Kingdom Quilter Full time

    What the Hiring Manager Says Due to expansion, Quilter Cheviot Financial Planning is currently looking for employed Financial Planners to join our dynamic and forward-thinking team in Birmingham. We have built a highly regarded brand and marketing capability together with an advice process that our clients trust. Our impressive capabilities set us...