Financial Planner (Director level with Equity)

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.