Chartered Financial Planner HNW Wealth & Planning
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-03-08
Listing for:
IDEX Consulting
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national wealth management firm in Birmingham is seeking an experienced Chartered Financial Planner to take over a high-quality portfolio of HNW clients. You will provide holistic financial advice tailored to complex needs, supported by an investment team. Key responsibilities include managing client relationships, delivering complex advice, and contributing to business growth.
This role offers a competitive rewards package and opportunities for long-term career growth.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×