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Financial Consultant

Hybrid Wealth Planner: Client-Centric Guidance

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Hymans Robertson
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A financial services firm in Birmingham is looking for an experienced Financial Planner to onboard and serve clients effectively. This role involves developing financial strategies, engaging in new business opportunities, and assisting clients in reaching their lifetime financial goals. The ideal candidate has 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 hybrid work environment.
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