Senior Financial Planner

5 days ago


Birmingham, Birmingham, United Kingdom Premier Jobs UK Full time

Premier Jobs UK seeks a qualified and experienced Senior Financial Planner for an employed role in Birmingham. The ideal candidate will be based from home, with quality leads and existing clients provided.

This is a unique opportunity to join a highly respected IFA firm who continually improves their client proposition and features in industry press for their success. As a key member of the team, you will deliver expert financial advice to clients through a combination of in-person, virtual meetings via Microsoft Teams, or in our regional offices.

Key Requirements:

  • You should be a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice.
  • A comprehensive back office support system is in place, allowing you to focus on building strong relationships with your clients.

We offer extensive training and development opportunities, including in-house programmes and support towards becoming a Chartered Financial Planner. In addition, you can expect a competitive salary and benefits package, including holiday pay, phone, laptop, and bonus structure.

Estimated Salary: £60,000 - £70,000 per annum, subject to experience and qualifications.



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