Chartered Financial Planner

A national, well-established wealth management firm is looking to appoint an experienced Chartered Financial Planner to their Birmingham office. This is an exciting opportunity to inherit a high-quality portfolio of loyal, Birmingham-based HNW clients from day one, allowing you to focus on delivering advice and building relationships.

You will take ownership of a predominantly financial planning-led client base, providing holistic, high-quality advice tailored to complex client needs. You will be supported by an experienced investment team, along with dedicated paraplanning and administrative support, so you can focus on clients.

Key responsibilities include:

• Managing and developing long-standing HNW client relationships, ensuring excellent client outcomes
• Delivering advice across complex areas such as EIS, VCTs, business relief, IHT planning, trusts and estate planning
• Conducting in-depth client conversations to fully understand financial goals and personal ambitions
• Proactively contributing to business growth through professional introducers, referrals and networking
• Working closely with internal specialists and investment colleagues to deliver joined-up, best-fit solutions
• Supporting the ongoing success and growth of the office

• Chartered status (or close to achieving it)
• Experience with in wealth management or financial planning, advising HNW clients
• In-depth technical knowledge across complex and higher-risk advice areas
• Strong relationship management skills, able to build and maintain client trust
• A proactive approach to business development
• Collaborative mindset, keen to be part of a supportive, high-performing team

• Opportunity to step into an established client bank and hit the ground running
• Work in a collaborative, supportive and high-performing environment
• Comprehensive support with paraplanning, administration and investment teams
• Competitive total rewards package including bonus and flexible benefits
• Scope for long-term career development in a respected wealth management business

Ellie Sedgwick
IDEX Consulting
elli

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