Financial Planner - mbf. : Job Details

Job Advertisement: Financial Planner

Location: West Midlands (Home-based with access to Solihull office)Salary: £50,000 - £75,000 basic + bonuses and company benefitsBook Size: £20-30M FUM

Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group? This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the West Midlands area, with the support and flexibility to excel both in client service and new business development.

About the Role:

As a Financial Planner, you will be responsible for managing and developing existing client relationships, providing exceptional financial advice and solutions tailored to client needs. Additionally, you will be encouraged to grow your client base through referrals, networking, and building relationships with professional introducers.

Key Responsibilities:

• Manage and nurture a portfolio of clients, delivering tailored financial planning solutions
• Grow the client base through proactive business development, including networking and professional partnerships
• Provide ongoing, holistic financial advice and review client plans regularly
• Work collaboratively with an experienced Paraplanning and administrative support team to ensure all client requirements are managed seamlessly

What We Offer:

• Flexible working arrangement with primarily home-based responsibilities
• Access to the Solihull office, with full Paraplanning and back-office admin support provided
• A competitive basic salary of £50,000 - £75,000, with the potential for bonuses and attractive company benefits
• A vibrant and supportive work environment within a growing financial planning group

Requirements:

• Proven experience as a Financial Planner, with a strong client-facing track record
• Ability to manage existing client relationships and confidently develop new business
• Level 4 Diploma in Financial Planning (or equivalent); Chartered status preferred but not essential
• Excellent communication and relationship-building skills, with a client-first approach

If you are a driven Financial Planner ready to elevate your career with a reputable group that values flexibility, client service, and growth, we’d love to hear from you!