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Financial Planner


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Salary £50000 - £80000

Recruiter Managing This Role

Employed Financial Planner – Staffordshire – Up to £80,000

We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. 
They are a Chartered IFA, with over 200 clients and AUM of over 700m.

In this role you will be taking over a large client bank from a senior advisor who is retiring. You will be servicing these clients as well as looking to bring in new business.

Key Benefits:

  • Competitive Financial Planner Bonus scheme with uncapped earnings potential. 
  • Client bank with significant AUM with a “professional” handover.
  • Fully matched Pension contribution of 5.00%.
  • Life Assurance, covering four times your basic salary.
  • 28 Days of annual leave + bank holidays
  • The opportunity to work in a vibrant and flexible environment, both in the office and remotely, maintaining the warm and welcoming atmosphere we’re known for.

Next Steps: If you’re a motivated and experienced financial adviser looking for a dynamic opportunity in the West Midlands with a ready-made client base, we’d like to hear from you. We’re eager to fill this role swiftly.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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Application For Financial Planner