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Chartered Financial Planner | Hybrid Wealth Guidance

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Hymans Robertson
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Birmingham seeks an experienced Financial Planner to join its team. The role involves onboarding and serving clients, helping them achieve lifetime financial goals, and driving new business through proactive engagement. Candidates should have qualifications at RQF level 4 or higher, strong interpersonal skills, and a client-centric approach. The firm offers a competitive salary, flexible employee benefits, and a supportive work environment with hybrid working options.
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