Job Description
Financial Planner - HNW leads provided
📍 Birmingham (hybrid working and full control over your diary)
💷 £75,000 - £90,000, plus bonus and benefits
Position overview ✅
💼 Develop a book of HNW clients from leads provided, and your own network.
📈 Opportunity to take some ownership of the business and buy into the company over the next couple of years.
📅 Flexible working environment – Home or Office-based
🔧 Modern tech with unrivalled support and 2 week turn around for reports.
About the Firm ✅
* A truly independent Chartered Financial Planning firm.
* A grown up culture, allowing you to manage your own diary and working day.
* 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
Qualifications ✅
• Ideally Chartered, or working towards.