Financial Planner

In this role you will manage high-net-worth (HNW) clients and provide regulated financial advice within a growing, premium-service firm. You will nurture internal referral relationships and collaborate with colleagues to deliver complex cases and long-term client outcomes. The position offers strong earning potential through a standout commission structure and equity opportunities, with flexible hybrid work and a Midlands-based presence.

• Highly attractive commission structure
• Equity opportunities within the firm
• Flexible, hybrid working arrangements
• Ready-made portfolio of potential clients

• Manage HNW client portfolios and complex advisory cases
• Provide regulated financial advice compliant with CAS/SPS
• Develop and nurture internal referral relationships
• Influence internal stakeholders and colleagues to align on client outcomes
• Balance office presence in the Midlands with flexible hybrid arrangements
• Contribute to growth initiatives and capitalise on a ready-made client portfolio

• Chartered status (or ambitions to become Chartered)
• Proven experience delivering regulated financial advice CAS/SPS
• Confident in managing HNW clients and navigating intricate casework
• Ability to influence internal stakeholders
• Passionate, proactive, self-motivated

• Proactive
• Self-motivated
• Influencing and relationship-building
• Collaborative mindset
• Regulated financial advice (CAS/SPS)
• HNW client management