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Senior Financial Planner & Wealth Strategy Lead

Job in Birmingham, West Midlands, B1, England, UK
Listing for: Raymond James UK
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Birmingham seeks an experienced Financial Planner to deliver high-quality financial planning and wealth management advice. In this hands-on role, you will build a client bank and mentor team members, contributing to advice standards. Applicants should have at least 5 years in financial planning, a Level 6 CII qualification, and strong technical knowledge in related areas.

Join a collaborative firm that prioritizes integrity and client-first thinking.
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Position Requirements
10+ Years work experience
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