Chartered Financial Planner

Job Title: Director - Chartered Financial Planner

Location: Birmingham

Salary: £100,000 - £110,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits

An exciting opportunity has arisen for aDirector-level Chartered Financial Plannerto join the Birmingham office of an International Wealth & Investment Management organisation. This vacancy has become available following the departure of a long-standing Director, who is taking a career break. The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.

Role Overview:

• You will inherit a client base of approximately 150 HNW clients, each with a minimum of £1M in Funds Under Management (FUM).
• There is no requirement to bring an existing book of business, as all clients will be provided.
• Specialising in delivering complex financial advice, particularly in the areas ofDivorce, Inheritance Tax (IHT) Planning, Pensions, and other intricate financial matters.
• You will have full autonomy to deliver bespoke financial planning strategies, continuing the high standard of service provided to these clients.

Key Responsibilities:

• Provide expert financial advice and guidance to HNW clients, ensuring tailored solutions to meet their individual needs.
• Work collaboratively with internal teams including Investment Managers, other Financial Planners, and the Paraplanning/Support teams.
• Maintain and enhance client relationships, offering first-class service and bespoke financial planning solutions.
• Stay informed of relevant regulatory and industry changes to deliver technically sound and compliant advice.

Key Requirements:

• Chartered Financial Planner qualification is essential.
• Extensive experience advising HNW clients, with a proven track record in areas such asDivorce settlements, IHT, Pensions, and other specialist planning areas.
• Strong technical knowledge, with a focus on complex financial planning issues.
• Excellent communication skills and the ability to build strong relationships both with clients and internal teams.
• Comfortable working in a flexible environment, but with a regular presence in the Birmingham office to foster internal collaboration.

On Offer:

• Competitive salary of £100,000 - £110,000 (negotiable depending on experience and qualifications).
• Discretionary annual bonusand anexcellent benefits packageincludingPrivate Medical Insurance (PMI), Pension, and more.
• The opportunity to work within a dynamic, internationally renowned Wealth Management firm.
• Flexible working arrangements, with the expectation of regular office presence to build key internal relationships.

This is an outstanding opportunity for a seasoned Chartered Financial Planner looking to take on a senior role, managing a prestigious portfolio of clients within a global firm.