Senior Financial Planner
4 days ago
Job Title: Director - Chartered Financial Planner
Location: Birmingham
Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits
Job Overview:
Mbf. is seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior professional to take on a leadership role and manage a prestigious portfolio of high-net-worth clients.
Key Responsibilities:
- Deliver Expert Financial Advice: Provide tailored financial planning solutions to high-net-worth clients, ensuring their individual needs are met.
- Collaborate with Internal Teams: Work closely with Investment Managers, Financial Planners, and Paraplanning/Support teams to deliver exceptional client service.
- Maintain Client Relationships: Foster strong relationships with clients, offering first-class service and bespoke financial planning solutions.
- Stay Informed: Stay up-to-date with relevant regulatory and industry changes to deliver technically sound and compliant advice.
Requirements:
- Chartered Financial Planner Qualification: Essential for this role.
- Experience: Proven track record in advising high-net-worth clients, with expertise in areas such as divorce settlements, inheritance tax, pensions, and other specialist planning areas.
- Technical Knowledge: Strong understanding of complex financial planning issues.
- Communication Skills: Excellent communication skills to build strong relationships with clients and internal teams.
- Flexibility: Comfortable working in a flexible environment, with a regular presence in the Birmingham office to foster internal collaboration.
On Offer:
- Competitive Salary: £100,000 - £140,000 (negotiable based on experience and qualifications).
- Discretionary Annual Bonus: In addition to a competitive salary, a discretionary annual bonus is available.
- Excellent Benefits: Private Medical Insurance (PMI), Pension, and more.
- Dynamic Work Environment: Opportunity to work within a dynamic, internationally renowned Wealth Management firm.
- Flexible Working Arrangements: 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 to take on a senior role and make a significant impact at mbf.
-
Senior Financial Planner
12 hours ago
Birmingham, Birmingham, United Kingdom mbf. Full timeJob Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...
-
Senior Financial Planner
10 hours ago
Birmingham, Birmingham, United Kingdom mbf. Full timeJob Title: Director - Chartered Financial Planner Location: Birmingham Salary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits An exciting opportunity has arisen for a seasoned Chartered Financial Planner to join the mbf. team as a Director-level professional. This vacancy has become available...
-
Senior Financial Planner Opportunity
7 days ago
Birmingham, Birmingham, United Kingdom mbf. Full timeAbout the RoleWe are seeking a seasoned Chartered Financial Planner to join our team as a Director-level Financial Planning professional. This is an exceptional opportunity for a senior financial advisor to take on a leadership role and manage a prestigious portfolio of high-net-worth clients within our global wealth management firm.Key...
-
Senior Financial Director
1 week ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeJob OverviewIDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner / Director for their West Midlands team.This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor to join a top-tier firm and take on a leadership role in building and growing the Midlands...
-
Senior Financial Director
1 week ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000**IDEX Consulting Ltd** is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner / Director for their West Midlands team.With a long-standing history of success across the UK, they are seeking a Senior Financial Planner / Director who can deliver expert advice and become a leading figure in their Midlands team,...
-
Senior Financial Director
7 days ago
Birmingham, Birmingham, United Kingdom mbf Full timeJob Title: Director – Chartered Financial PlannerAbout the Role:We are seeking a seasoned Chartered Financial Planner to join our team as a Director in our Birmingham office. This is an exceptional opportunity for a senior professional to take on a leadership role, managing a prestigious portfolio of high-net-worth clients.Key Responsibilities:Provide...
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job OpportunityIDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner/Director for their West Midlands team.This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor, qualified to level 6/chartered, to join a top-tier firm and take on a high-performance...
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job OpportunityIDEX Consulting Ltd is partnering with a leading Investment and Financial Advice group to recruit a Senior Financial Planner/Director for their West Midlands team.This is an exceptional opportunity for a Senior level Financial Planner or Wealth Advisor, qualified to level 6/chartered, to join a top-tier firm and take on a high-performance...
-
Senior Town Planner
3 weeks ago
Birmingham, Birmingham, United Kingdom Penguin Recruitment Ltd Full timeThe CompanyThe client, a UK-based firm specialising in providing expert town planning services to a range of clients, including developers, landowners, and local authorities, is looking for an experienced Senior Town Planner to join the Planning team in Birmingham. The team specialise in delivering projects across residential, commercial, mixed-use,...
-
Senior Financial Director
2 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job Opportunity at IDEX Consulting LtdWe are seeking a highly skilled and experienced Senior Financial Planner/Director to join our team in the West Midlands region. Our client, a leading Investment and Financial Advice group, is looking for a senior-level professional who can deliver expert financial advice and lead their team to success.Key...
-
Senior Financial Director
2 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job Opportunity at IDEX Consulting LtdWe are seeking a highly skilled and experienced Senior Financial Planner/Director to join our team in the West Midlands region. Our client, a leading Investment and Financial Advice group, is looking for a senior-level professional who can deliver expert financial advice and lead their team to success.Key...
-
Senior Financial Director
7 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job Title: Senior Financial DirectorAbout the Role:We are seeking a highly experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Senior Financial Director, you will be responsible for delivering expert financial advice and leading our West Midlands team to success.Key Responsibilities:Deliver expert financial advice to...
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job Title: Senior Financial DirectorAbout the Role:We are seeking a highly experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Senior Financial Director, you will be responsible for delivering expert financial advice and leading our West Midlands team to success.Key Responsibilities:Deliver expert financial advice to...
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full time £90,000 - £120,000Job Title: Senior Financial DirectorAbout the Role:We are seeking a highly experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Senior Financial Director, you will be responsible for delivering expert financial advice and leading our West Midlands team to success.Key Responsibilities:Deliver expert financial advice to...
-
Senior Financial Director
1 day ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeExceptional Opportunity for a Senior Financial DirectorWe are seeking a highly skilled and experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with an average value in excess of £1 million.Key Highlights:Base salary...
-
Senior Financial Director
1 day ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeExceptional Opportunity for a Senior Financial DirectorWe are seeking a highly skilled and experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with an average value in excess of £1 million.Key Highlights:Base salary...
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom mbf Full time £100,000 - £140,000Job Title: Director – Chartered Financial PlannerLocation: InternationalSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits PackageAn exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the wealth management team of a global financial services organization....
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom mbf Full time £100,000 - £140,000Job Title: Director – Chartered Financial PlannerLocation: InternationalSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits PackageAn exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the wealth management team of a global financial services organization....
-
Senior Financial Director
4 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeExceptional Opportunity for a Senior Financial DirectorWe are seeking a highly skilled and experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with an average value in excess of £1 million.Key Highlights:Base salary...
-
Senior Financial Director
7 days ago
Birmingham, Birmingham, United Kingdom IDEX Consulting Ltd Full timeExceptional Opportunity for a Senior Financial DirectorWe are seeking a highly skilled and experienced Senior Financial Director to join our team at IDEX Consulting Ltd. As a Director/ Senior Chartered Planner, you will have the opportunity to take over a full book of existing clients with an average value in excess of £1 million.Key Highlights:Base salary...