Full job descriptionFinancial Planner
Sutton Coldfield | Hybrid Working
£45,000 - £60,000 + Bonus | OTE circa £80,000


Are you an experienced Financial Planner looking to join a boutique Independent Financial Planning firm where you can enjoy quality client relationships, an attractive client bank to inherit and the support to focus on delivering excellent financial advice?
NJR Recruitment is working in partnership with a well-established and growing boutique financial planning practice that is looking to appoint an experienced Financial Planner to join its close-knit team.


This is an excellent opportunity to take over an attractive portfolio of established clients, providing holistic financial advice and building on long-standing relationships, without the pressure of cold business development or having to bring your own clients.
With dedicated in-house Paraplanning and Administration support, you’ll have the opportunity to concentrate on what you do best – advising clients and delivering quality financial planning.


What’s on Offer?
*Basic salary of £45,000 - £60,000, depending on experience.
*Attractive bonus structure with OTE circa £80,000.
*An established and attractive client bank to inherit.
*No requirement to bring your own clients.
*Hybrid working.
*Dedicated in-house Paraplanning and Administration support.
*Ongoing professional development and support towards Chartered status.
*Opportunity to join a growing boutique practice with a strong focus on client relationships and service.


The Role
*Take responsibility for an attractive portfolio of existing clients.
*Deliver holistic financial advice across pensions, investments, retirement, protection and estate planning.
*Conduct regular client reviews and identify additional financial planning opportunities.
*Develop trusted, long-term client relationships and encourage organic growth through existing clients and referrals.
*Work closely with the in-house support team to deliver a first-class client experience.
*Maintain high standards of compliance and FCA requirements.


About You
*Level 4 Diploma in Regulated Financial Planning (or equivalent).
*Chartered status preferred, or actively working towards it.
*Previous experience providing holistic financial advice.
*Strong technical knowledge across pensions, investments and wider financial planning.
*Confident managing and developing long-term client relationships.
*Professional, personable and passionate about delivering quality advice.


The Opportunity


Joining a boutique practice offers the opportunity to become an important part of a close-knit business, where client relationships and quality of service are at the heart of everything they do.
With an attractive client bank to inherit, excellent in-house support and no expectation to generate your own business through cold calling, this is a fantastic opportunity for a Financial Planner looking for a rewarding and sustainable long-term career move.
Interested? If you’re an experienced Financial Planner looking for your next opportunity, we’d love to hear from you.
Apply today via NJR Recruitment
NJR100047