Financial Planner – £60,000–£80,000 Basic + OTE £100k+

Location: Wombourne

Salary: £60,000–£80,000 basic (experience & qualifications dependent)

On-Target Earnings: £100,000+

Additional: Car allowance + extensive employee benefits

Employment Type: Full-time, permanent

About the Role

An exceptional opportunity for an experienced and client-centred Financial Planner to join a reputable and progressive organisation. You will deliver holistic, compliant financial advice, build long-term relationships, and help clients achieve financial confidence and wellbeing.

You will manage a well-established portfolio of approximately 100 households, with full paraplanning and administrative support, ensuring you can focus on delivering high-quality advice aligned with FCA and Consumer Duty standards.

Key Responsibilities

Financial Planning & Advice

• Deliver regulated advice across pensions, investments, protection, and estate planning.
• Conduct thorough client reviews and use interactive Cashflow Modelling.
• Recommend suitable solutions supported by a centralised investment proposition.
• Prepare professional financial plans and suitability letters.
• Identify opportunities within your client bank to support business growth.

Compliance & Regulatory

• Maintain fully compliant and accurate records.
• Follow FCA, Consumer Duty, KYC/AML and internal compliance protocols.
• Protect client data in line with company policies.

Client Relationships

• Build strong, ongoing relationships through regular structured reviews.
• Recognise and support vulnerable clients.
• Respond to client queries promptly and professionally.

Team & Culture

• Work collaboratively with support teams and fellow advisers.
• Share knowledge and contribute positively to team culture.
• Commit to ongoing professional development and CPD.

Skills, Qualifications & Experience

Mandatory

• Level 4 Diploma in Regulated Financial Planning (CII/CISI or equivalent).
• Valid Statement of Professional Standing (SPS).
• Demonstrable experience delivering regulated financial advice.
• Up-to-date CPD.

Desirable

• Chartered or Level 6 qualification.
• Additional accreditations (e.g., estate planning, LTC).
• Experience with CRM systems.
• Proficient in Cashflow Modelling with clients.

Key Competencies

• Excellent technical knowledge of products, markets, and FCA rules.
• Strong communication and relationship-building skills.
• Analytical, organised, and attentive to detail.
• High ethical standards and client-focused mindset.
• Ability to explain complex concepts in a clear, engaging way.
• Motivation to contribute to growth and continuous improvement.

This Role Would Suit Someone Who:

• Is passionate about helping clients achieve financial security.
• Enjoys building long-lasting relationships.
• Thrives in a regulated, professional, client-first environment.
• Values integrity, teamwork, and ongoing learning.
• Can balance autonomy with collaboration.
• Is commercially aware and motivated by business development.

Please apply below and one of our team will be in contact to provide additional information and benefits