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Senior Financial Planner

  • Location

    Birmingham

  • Sector:

    Wealth Management

  • Job type:

    Permanent

  • Salary:

    £50000 - £80000 per annum, Benefits: Bonus + Benefits

  • Contact:

    Graeme Winn

  • Contact email:

    graeme.winn@bwd-search.co.uk

  • Contact phone:

    01132743000

  • Job ref:

    GWFP0711/BHAM

  • Published:

    8 months ago

  • Duration:

    n/a

  • Expiry date:

    2018-12-05

  • Startdate:

    2018-11-07

  • Consultant:

    #

An award winning top 10 Accountancy Firm are looking to recruit a Financial Planner to join their team in Birmingham. 

With over 10 offices Nationwide and 1,800 employees, the business are unique within the Financial Services sector as no other practice offers the client range of Accountancy, Tax, Investment Management, Private Banking and Financial Planning Services. 

Due to continued growth and success in providing wealth management services to HNW clients, the business is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.

- Newly created opportunity due to continued growth
- High volume referrals due to the geographical positioning of the Birmingham office
- Working with HNW clients
- Strong back office support

You will be qualified to Level 4 and be progressing toward Chartered Status. Clients to bring across will be advantageous.