Job Description
Financial Planner (Director level)
📍 Birmingham
💷 £90,000 - £130,000, Equity, 7% matched pension, PHI, PMI, 25 days holidays plus BH and option to buy 5 days.
About the Firm ✅
* A truly independent Chartered Financial Planning firm that is Employee Owned.
* Fixed fees and a rigorous investment proposition.
* Supported by leading technology and exceptional back-office support.
* An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment, dedicated to creating a forward-thinking and collaborative workplace
Position overview ✅
💼 Grow and develop a book of HNW clients.
📈 Work with the MD and fellow Directors on the growth strategy.
📅 Flexible working environment – Home or Office-based
🔧 Modern tech with unrivalled support and 2 week turn around for reports.
Qualifications ✅
• Ideally Chartered, or working towards.