Financial Planner (Director level with Equity)
Greatmans Consulting Ltd – Birmingham, City and Borough of Birmingham
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 turnaround for reports.
Qualifications: Ideally Chartered, or working towards.
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