Financial Planner
Posted 2 months ago
Location- Birmingham
Reference- Ref: 166703
Salary Package- £70000
Expiry Date- Expires 6th Sep 2026
- Job Type
- Permanent
Industry
Financial Planner
Location: Birmingham
Contract: Permanent
Salary: £60,000 – £70,000 per annum
Start Date: Flexible
Contact:
Job Description
Service Care Solutions are currently working on behalf of a well-established Financial Planning business, who are looking to recruit an experienced Financial Planner to join their growing team across the Midlands.
This is an excellent opportunity for a qualified Financial Planner to join a values-led business focused on delivering high-quality, holistic financial advice to individuals, families and businesses.
The successful candidate will be responsible for providing compliant, client-focused advice across investments, pensions, estate planning and protection, while maintaining strong ongoing relationships with both new and existing clients.
Key Responsibilities
Candidate Criteria
Location: Birmingham
Contract: Permanent
Salary: £60,000 – £70,000 per annum
Start Date: Flexible
Contact:
Job Description
Service Care Solutions are currently working on behalf of a well-established Financial Planning business, who are looking to recruit an experienced Financial Planner to join their growing team across the Midlands.
This is an excellent opportunity for a qualified Financial Planner to join a values-led business focused on delivering high-quality, holistic financial advice to individuals, families and businesses.
The successful candidate will be responsible for providing compliant, client-focused advice across investments, pensions, estate planning and protection, while maintaining strong ongoing relationships with both new and existing clients.
Key Responsibilities
- Provide high-quality, compliant financial advice in line with FCA requirements and internal procedures
- Build and maintain trusted relationships with new and existing clients
- Complete client reviews within required timescales and to a high professional standard
- Gather client information, identify financial planning needs and recommend suitable solutions
- Conduct research and analysis across pensions, investments, protection and estate planning
- Prepare and complete all supporting documentation accurately
- Deliver a professional, timely and efficient service to clients
- Maintain competent adviser status in line with FCA and firm requirements
- Keep up to date with product, technical and legislative changes within the market
- Maintain a valid Statement of Professional Standing
- Undertake ongoing CPD activity to support professional development and regulatory competence
- Work collaboratively with internal teams to ensure clients receive a seamless service
Candidate Criteria
- Previous experience as a Financial Planner / Financial Adviser within an IFA or Wealth Management environment
- Diploma Level 4 Qualified as a minimum, ideally Chartered or working towards
- Strong technical knowledge across pensions, investments, protection and estate planning
- Good understanding of FCA regulations, compliance requirements and record-keeping standards
- Experience delivering high-quality client service and building long-term client relationships
- Strong communication, planning and prioritisation skills
- Confident using systems, processes and financial planning tools
- Professional, dependable and committed to delivering positive client outcomes
- A collaborative approach and willingness to work as part of a wider team
Greg Waite
Managing Consultant
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