Financial Planner (Director level with Equity)

Financial Planner (Director level) Birmingham £90,000 - £130,000, Equity, 7% matched pension, PHI, PMI, 25 days holidays plus BH and option to buy 5 days. About the Firm ✅ A truly independent Chartered Financial Planning firm that is Employee Owned . Fixed fees and a rigorous investment proposition. Supported by leading technology and exceptional back-office support. An entrepreneurial spirit, this firm is dedicated to creating a high-performing yet dynamic environment, dedicated to creating a forward-thinking and collaborative workplace Position overview ✅ Grow and develop a book of HNW clients. Work with the MD and fellow Directors on the growth strategy. Flexible working environment – Home or Office-based Modern tech with unrivalled support and 2 week turn around for reports. Qualifications ✅ • Ideally Chartered, or working towards.