Financial Planner - Director
Financial Planning Director - BirminghamLocation: BirminghamPackage: up to £120,000 plus bonus and benefits An established, nationally respected wealth management firm is seeking an experienced Financial Planning Director to join its Birmingham office.This is a senior leadership opportunity within a highly regarded business known for its long-term client relationships, responsible investment approach, and strong ethical values.The OpportunityAs Financial Planning Director, you will work closely with the Office Lead, a highly experienced Financial Planner, and the company''s Investment Managers to deliver a seamless, client-focused wealth management service.Together, you will take joint responsibility for managing existing client relationships, handling new client enquiries, and generating new business through both internal collaboration and external networking.You will also lead and develop a small, high-performing support team consisting of three paraplanners and one administrator, ensuring the continued delivery of excellent client service.Teamwork and complementary skills will be key to success in this role. The business is looking for someone whose expertise and personality will enhance and balance the existing team, broadening its ability to connect with a diverse client base.Key ResponsibilitiesProvide holistic financial planning and investment advice across pensions, investments, protection, and estate planning.Manage and develop relationships with new and existing cli
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