Senior Financial Director

4 days ago

Birmingham, Birmingham, United Kingdom mbf Full time £100,000 - £140,000

Job Title: Director – Chartered Financial Planner

Location: International

Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits Package

An exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the wealth management team of a global financial services organization. This vacancy has become available following the departure of a long-standing Director, who is taking a career break. The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.

Role Overview:

  • You will inherit a client base of approximately 150 HNW clients, each with a minimum of £1M in Funds Under Management (FUM).
  • There is no requirement to bring an existing book of business, as all clients will be provided.
  • Specialising in delivering complex financial advice, particularly in the areas of Divorce, Inheritance Tax (IHT) Planning, Pensions, and other intricate financial matters.
  • You will have full autonomy to deliver bespoke financial planning strategies, continuing the high standard of service provided to these clients.

Key Responsibilities:

  • Provide expert financial advice and guidance to HNW clients, ensuring tailored solutions to meet their individual needs.
  • Work collaboratively with internal teams including Investment Managers, other Financial Planners, and the Paraplanning/Support teams.
  • Maintain and enhance client relationships, offering first-class service and bespoke financial planning solutions.
  • Stay informed of relevant regulatory and industry changes to deliver technically sound and compliant advice.

Key Requirements:

  • Chartered Financial Planner qualification is essential.
  • Extensive experience advising HNW clients, with a proven track record in areas such as Divorce settlements, IHT, Pensions, and other specialist planning areas.
  • Strong technical knowledge, with a focus on complex financial planning issues.
  • Excellent communication skills and the ability to build strong relationships both with clients and internal teams.
  • Comfortable working in a flexible environment, but with a regular presence in the office to foster internal collaboration.

On Offer:

  • Competitive salary of £100,000 - £140,000 (negotiable depending on experience and qualifications).
  • Discretionary annual bonus and an excellent benefits package including Private Medical Insurance (PMI), Pension, and more.
  • The opportunity to work within a dynamic, internationally renowned Wealth Management firm.
  • Flexible working arrangements, with the expectation of regular office presence to build key internal relationships.

This is an outstanding opportunity for a seasoned Chartered Financial Planner looking to take on a senior role, managing a prestigious portfolio of clients within a global firm.

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