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Senior Financial Planner

2 months ago

Birmingham, Birmingham, United Kingdom mbf Full time
Job Title: Director – Chartered Financial Planner

Location: Birmingham

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


An exceptional opportunity has arisen for a seasoned Chartered Financial Planner to join the Birmingham office of a leading International Wealth & Investment Management organisation. 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 impressive 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 Birmingham 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.