Chartered Financial Planner

Job Title: Director – Chartered Financial PlannerLocation: BirminghamSalary: £100,000 - £140,000 (Negotiable based on experience) + Discretionary Annual Bonus + Excellent Benefits PackageAn exciting opportunity has arisen for a Director-level Chartered Financial Planner to join the Birmingham office of an International Wealth & Investment Management organisation. This vacancy has become available following the departure of a long-standing Director, who is taking a career break. The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.Role Overview:• You will inherit a client base of approximately 150 HNW clients, each with a minimum of £1M in Funds Under Management (FUM).• There is no requirement to bring an existing book of business, as all clients will be provided.• Specialising in delivering complex financial advice, particularly in the areas of Divorce, Inheritance Tax (IHT) Planning, Pensions, and other intricate financial matters.• You will have full autonomy to deliver bespoke financial planning strategies, continuing the high standard of service provided to these clients.Key Responsibilities:• Provide expert financial advice and guidance to HNW clients, ensuring tailored solutions to meet their individual needs.• Work collaboratively with internal teams including Investment Managers, other Financial Planners, and the Paraplanning/Support teams.• Maintain and enhance client relationships, offering first-class service and bespoke financial planning solutions.• Stay informed of relevant regulatory and industry changes to deliver technically sound and compliant advice.Key Requirements:• Chartered Financial Planner qualification is essential.• Extensive experience advising HNW clients, with a proven track record in areas such as Divorce settlements, IHT, Pensions, and other specialist planning areas.• Strong technical knowledge, with a focus on complex financial planning issues.• Excellent communication skills and the ability to build strong relationships both with clients and internal teams.• Comfortable working in a flexible environment, but with a regular presence in the Birmingham office to foster internal collaboration.On Offer:• Competitive salary of £100,000 - £140,000 (negotiable depending on experience and qualifications).• Discretionary annual bonus and an excellent benefits package including Private Medical Insurance (PMI), Pension, and more.• The opportunity to work within a dynamic, internationally renowned Wealth Management firm.• Flexible working arrangements, with the expectation of regular office presence to build key internal relationships.This is an outstanding opportunity for a seasoned Chartered Financial Planner looking to take on a senior role, managing a prestigious portfolio of clients within a global firm.