Financial Planner

Excellent options available to suit all financial planners from the newly qualified adviser through to established businesses needing cost effective and comprehensive support; or businesses making plans to exit.

  • Salary: £75k +
  • Location: East and West Midlands
  • Reference: LB/AL HEATHER


  • Excellent para planning and dedicated large admin support team
  • An active client bank of 50-75 clients supplied if required
  • Help in generating new clients + internet new enquiries
  • Seminars in association with joint venture partner solicitor firms and accountants
  • Creation of accessible capital value through Practice Buyout facility and Share scheme 
  • Generous cash flow funding facility delivering smoothing of income through induction and initial transition stage

Contact: Lesley Brearley 07920292755

If you'd like to apply for this role, please complete your details and one of our recruitment team will be in touch.