Chartered Financial Planner

Our client, a well-established and highly respected firm of Chartered Financial Planners with over 20 years’ experience in the West Midlands, is seeking a technically strong and highly qualified Chartered Financial Planner to join their team. This is a client servicing-focused role, managing and growing an existing portfolio of high-net-worth clients.

This role is dedicated to servicing an existing client base and taking new clients from the onboarding team. There are no business development targets – your focus will be on providing first-class financial planning and advice. You will work closely with a highly experienced team and deliver holistic, technically robust solutions, including cashflow planning, retirement, investments, and protection strategies.

• Manage and service a portfolio of high-net-worth clients, providing comprehensive financial planning advice.
• Take clients from the onboarding team and integrate them seamlessly into your portfolio.
• Prepare and deliver technical reports, recommendations, and cashflow plans.
• Maintain compliance, documentation, and high standards of client communication.
• Collaborate with colleagues to ensure exceptional client service and technical excellence.

• Fully qualified Chartered Financial Planner.
• Strong technical knowledge, including cashflow planning.
• Experience servicing high-net-worth clients and building long-term relationships.
• Professional, proactive, and client-focused approach.
• Willingness to work on-site initially to learn systems and processes before hybrid/flexible working.

• Competitive salary of £80,000–£90,000 depending on experience and qualifications.
• Full company benefits package and discretionary annual bonus
• Flexible working arrangements considered; most client meetings are on-site.
• Opportunity to work in a highly qualified, experienced, and supportive team.
• A client-focused role with no business development pressures.