Executive Financial Planning Director
1 month ago
Greatmans Consulting Ltd is seeking a highly experienced Financial Planner (Director level) to join their team in Birmingham.
The successful candidate will have the opportunity to grow and develop a book of high net worth clients, working closely with the Managing Director and fellow Directors on the company's growth strategy.
As a key member of the leadership team, you will be responsible for driving business development, building strong relationships with clients, and contributing to the company's overall success.
This is a home or office-based role, offering flexible working arrangements and access to modern technology. You will be supported by an exceptional back-office team and enjoy a 2-week turnaround for reports.
To be considered for this exciting opportunity, you should have a Chartered qualification or be working towards it. A proven track record in financial planning, excellent communication skills, and a passion for delivering exceptional client service are essential.
The salary for this position is £90,000 - £130,000 per annum, plus benefits including a matched pension, private health insurance, and 25 days' holiday plus bank holidays. The company also offers an equity scheme and the option to purchase additional days off.
About Greatmans Consulting Ltd:
We are a truly independent, employee-owned Chartered Financial Planning firm that prides itself on its rigorous investment proposition, fixed fees, and leading technology. Our dynamic and entrepreneurial environment is dedicated to creating a forward-thinking and collaborative workplace.
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