Holistic Financial Planner – West Midlands

Recruit Wealth Ltd is seeking an experienced Financial Planner to join its West Midlands advisory team, delivering holistic advice to a high-quality client base. You’ll inherit an existing client bank under succession planning while also handling new in-house enquiries.

The role offers strong support from paraplanning, compliance and client servicing, enabling you to focus on delivering high-quality financial planning and building lasting client relationships.