Financial Planner
£65k - £75k per annum- Remote job
The Opportunity
An exciting opportunity has arisen for an experienced Financial Planner to join a rapidly growing, independent wealth management business in Birmingham.
This role is ideal for an Adviser who is passionate about building long-term client relationships and delivering holistic financial planning. You'll inherit an existing portfolio of clients while also being supported to develop new business through referrals, professional introducers and the wider group.
With a strong paraplanning and administration team behind you, you'll be able to focus on what you do best - providing high-quality advice and exceptional client service.
The Role
As a Financial Planner, you will:
- Manage and develop an existing portfolio of wealth management clients
- Deliver holistic, whole-of-market financial planning and investment advice
- Conduct comprehensive client reviews, understanding both current circumstances and future financial objectives
- Build long-term relationships by providing ongoing advice and proactive service
- Create tailored financial planning solutions to meet individual client needs
- Work closely with professional introducers including Accountants, Solicitors and Mortgage Advisers
- Keep clients informed of legislative, regulatory and market changes that may impact their financial plans
- Identify opportunities to grow your client bank through referrals and business development
About the Business
Our client is a highly respected independent financial planning firm and part of one of the UK's fastest-growing professional services groups.
With a collaborative approach and significant investment in its Midlands presence, the business provides truly holistic advice to private clients, business owners and high-net-worth individuals. Advisers are supported by an experienced team of Paraplanners and Administrators, alongside market-leading technology and discretionary investment solutions, allowing them to focus on delivering outstanding client outcomes.
The firm has built an excellent reputation for its client-first approach, ambitious growth plans and positive, collaborative culture.
About You
We're keen to speak with Advisers who have:
- Previous experience as a Financial Planner or Independent Financial Adviser
- Level 4 Diploma in Financial Planning (essential)
- Chartered status or working towards Chartered (preferred)
- Strong knowledge of pensions, investments and protection planning
- Excellent relationship-building and communication skills
- A genuine passion for delivering exceptional client outcomes
- The ability to develop business through referrals and professional connections
What's on Offer
- Competitive basic salary
- Attractive bonus structure
- Annual trip abroad
- Existing client portfolio
- Full paraplanning and administrative support
- Hybrid working
- Genuine career progression within a growing national business
- Ongoing professional development and support towards Chartered status
- Comprehensive benefits package
If you're an experienced Financial Planner looking to join an ambitious, people-focused business where you can build long-term relationships and continue developing your career, we'd love to hear from you.
For a confidential discussion or to find out more, please get in touch:
Ellie Sedgwick
Senior Consultant - Financial Services Recruitment
IDEX Consulting Ltd
View email address on idexconsulting.com
View phone number on idexconsulting.com
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
- £136k - £183k per annumEstimated...The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients...SuggestedPermanentFull-timeHybrid working
£38k per annum
...potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they... ...client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers...SuggestedPermanentHybrid workingOn-siteWork from homeFlexible hours£40k - £45k per annum
Company: PARADIGM EMPLOYMENT SERVICES Job Type: Permanent, Full Time Salary: £40000 - £45000/annum + company benefits/ bonusSuggestedPermanentFull-time£47k - £52k per annum
...We are working with a growing and well-established financial planning firm to recruit an experienced Senior Paraplanner. This is an excellent opportunity for a technically strong paraplanner who enjoys the technical aspects of financial planning and wants to join a business...SuggestedRemote jobLong-term contractOn-siteWork from homeFlexible hours- £42k - £54k per annumEstimatedCompany: PREMIER JOBS UK Job Type: Permanent, Full TimeSuggestedPermanentFull-time
- £39k - £51k per annumEstimated...Ready for a Career Change? Become a Qualified Financial Adviser through Quilter Academy – Opportunities available nationwide! Are you exploring your next career move and looking for a role where you can make a meaningful impact? Do you: Enjoy helping others?...TraineeshipSelf-employed
£40k - £80k per annum
Company: SPIRAL SOLUTIONS RECRUITMENT LTD Job Type: Contract, Full Time Salary: £40000 - £80000/annumFull-timeRemote£32k - £37k per annum
...Are you an experienced Financial Planning Administrator looking to take the next step in your career with a leading wealth management business... ...and ongoing servicing. Working closely with Financial Planners, Paraplanners and internal specialists, you'll manage complex administration...Remote jobWork from homeFlexible hours£27k - £29k per annum
...key role within our Higher Education Student Finance team. You will be responsible for supporting students with all aspects of their financial journey, ensuring they receive accurate advice and guidance on tuition fees, payment options, student funding, and financial...Full-time£60k - £65k per annum
...finance and invoice discounting both on a bilateral and a syndicatable basis. They work closely with some of the UK's major banks and financial institutions. You will have spent the early part of your career in a banking and finance discipline. You will have experience...Permanent- £30k - £39k per annumEstimated...family friendly leave, 3 extra days for your wedding/honeymoon, and an Employee Assistance Programme whenever you need support. Financial perks — Pension scheme, Corporate Medical Cash Plan, electric car salary sacrifice scheme, and tax-efficient payroll giving to your...Full-timeFlexible hours
£70k - £90k per annum
Accountancy & Finance Recruitment Consultant - Birmingham Role This is a fantastic opportunity to join a well established Finance & accountancy recruiter in Birmingham. They focus on perm placements in mid sized accountancy practice firms across the wider Midlands area...PermanentFull-timeHybrid workingWeekday work£25k - £35k per annum
Junior Finance Recruitment Consultant - Transactional Finance Location: Birmingham City Centre Salary: £25,000 - £35,000 basic + uncapped commission (OTE £45,000 - £60,000) About Us We are a specialist finance recruitment consultancy with over 15 years of success...Full-timeTemporaryTraineeshipInterimOn-siteFlexible hours£35k - £75k per annum
...Financial Services Recruitment Consultant - Wealth Management Sector - Birmingham We are seeking an ambitious Recruitment Consultant to join our financial services recruitment agency in Birmingham, with a specialized focus on Wealth Management professionals. Key Responsibilities...Full-timeHybrid workingOn-site£45k per annum
...& Finance Are you an experienced recruitment consultant looking to advance your career with one of the Midlands' most respected financial recruitment firms? We're seeking a driven Senior Consultant to join our thriving Birmingham office. The Role: Develop and maintain...PermanentFull-timeHybrid workingOn-site- £45k - £59k per annumEstimatedTurner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people’s lives...Full-timeNo agencyFlexible hours
- £67k - £87k per annumEstimated...POSITION REPORTING Regulatory Position Reporting is a global team that ensures that the firm is compliant with a wide range of non-financial regulatory reporting obligations. We partner with groups across the firm and industry to accurately represent firm and client order,...
- £57k - £76k per annumEstimatedPrincipal Associate | Real Estate Finance | 8+ PQE | Birmingham BCL Legal are working with a leading national law firm seeking a Principal Associate with 8+ years' PQE to join its nationally recognised Real Estate Finance team. This is an outstanding opportunity to work...PermanentOn-siteFlexible hours
- ...join a high-performing and well-structured school finance team Our Client is seeking a Finance Officer to support the day-to-day financial operations within a large and well-organised secondary school in Birmingham. The successful candidate will be responsible for processing...Long-term contract
- Are you looking for a Finance Officer position from January? Wayman Education is looking for an Interim Finance Officer to work in a Good School starting in January 2026 . The School is looking for someone who has experience in working in a finance or administrative ...Full-timeInterimHybrid workingJanuary startImmediate start
- £34k - £45k per annumEstimatedNO EXPERIENCE NECESSARY Are you looking to build a career working in an office environment? Does a future in Finance sound exciting? If so, this opportunity could be for you! Due to a severe skills shortage in the marketplace, accounting and bookkeeping personnel...Full-timeOn-siteFlexible hours
- ...seeking a skilled Finance Officer to join its business support team starting as soon as possible. This role is essential to the smooth financial operation of the school and involves working closely with senior leaders to manage budgets, purchasing and financial compliance. The...Immediate start
- Are you currently seeking an exciting job as a Finance Officer in a supportive school in Birmingham , starting February 2026 or sooner? Are you a hard-working, motivated and detail-oriented professional who values a supportive and well-structured workplace? Finance Officer...Full-timePart-timeImmediate start
- ...0 students aged 11–18 and is rated Ofsted ‘Good’ , with several outstanding features. The school has a strong reputation for sound financial management, robust systems, and a collaborative staff culture. The finance team works closely with the School Business Manager and...PermanentFull-timeTerm-timeJanuary startImmediate start
- ...supportive and collaborative school finance team from February 2026 . Role: You will be responsible for maintaining accurate financial records, processing invoices, reconciling accounts, and supporting the Finance Manager with monthly and annual reporting. School...Immediate start
- ...structured, efficient, and highly professional finance and operations team Our Client is seeking a Finance Officer to support day-to-day financial processing including accounts payable, invoicing, reconciliations, payroll support and supplier communication. The successful...
- ...Opportunity to work in a professional and collaborative environment The successful Finance Officer will manage day-to-day financial processes, including invoices, payroll, budgets, and procurement. You’ll ensure compliance with financial procedures and support the...Full-timeJanuary startImmediate start
- £22k - £25k per annumEstimated...Accounting and finance remain essential across every industry, creating opportunities for motivated individuals who want to build practical financial skills and begin a long-term professional career. e-Careers will provide you with the training to help you gain an AAT...Long-term contractFull-timePart-timeTraineeshipInternshipRemoteFlexible hours
- £45k - £61k per annumEstimated...detailed variance analysis identifying the root causes of pricing non-compliance, margin erosion, and off-contract spend, quantifying the financial impact at account and portfolio level. Develop and own a suite of commercial management dashboards and KPI reports, providing the...Full-timeFlexible hours
- £76k - £99k per annumEstimated...our key reporting and insights activities. You will undergo the calculation of commissions and one off incentive payments, provide financial insight across various areas, and support the implementation of company wide dashboards through various tools, predominantly Pigment...Long-term contractFull-timeTemporaryRemote
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
- wealth consultant Birmingham
- international financial adviser Birmingham
- senior finance associate at kpmg Birmingham
- finance consultant Birmingham
- financial planner Birmingham
- financial adviser Birmingham
- financial planner remote Birmingham
- financial advisor part time Birmingham
- chartered financial adviser Birmingham
- financial advisor Birmingham