Financial Planner

Birmingham, West Midlands
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Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth advisory client.

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.

You’ll be providing regulated pension & investment advice and building an overall financial picture for your clients with exemplary levels of client care.

All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around initial fee and on-going advice.

All client meetings/appointments are managed by the central client services team and are pre-qualified for financial planning advice, no lead generation is required at all.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser status, alongside holding the Level 4 Diploma as the minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

An excellent benefits package is offered and you'll be working for a recognised Sunday Times "best places to work"

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response

Job Info
CV-Library logo
Job Title:
Financial Planner
Company:
CV-Library
Location:
Birmingham, West Midlands
Salary:
£60000 - £100000 Per annum
Posted:
Jun 16th 2025
Closes:
Jul 17th 2025
Sector:
Accounting, Financial & Insurance
Contract:
Permanent
Hours:
Full Time
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