Are you an outgoing and proactive sales professional who is looking to develop your career within Financial Planning? Are you motivated by ambitious growth plans and are keen to join a fast-developing wealth management organisation? We have an exciting opportunity for an experienced Financial Planner to join an established boutique financial services firm, based in lovely South Birmingham offices.

Working closely with the highly impressive Managing Director, Practise Director and Practise Manager, you will play a crucial role in helping the firm achieve its ambitious growth plans through proactively identifying key new business areas, shaping and defining a clear business development and networking strategy to attract and secure new clients.

Utilising your excellent written and verbal communication skills and drive to hit targets, you will be responsible for planning and prioritising sales activity, effectively managing your time in order to ensure all prospect clients are followed up with and all leads are maximised. With an organised and strategic approach to developing new business, you will introduce business development and networking campaigns, working towards agreed budgets and timescales and tracking all information on the internal CRM system. With a commitment and dedication to providing the highest level of service to your clients, you will regularly review current client accounts, attending meetings to discuss changing life or economic situations and adjusting plans accordingly.

Being of graduate calibre, you must have a minimum of 2 years’ experience working within financial planning as well as a level 4 Diploma in Financial Advice (CII/PFS). You will have excellent attention to detail, be a real team player and have a dedication to providing excellent client service and satisfaction. You will have great general IT skills, along with outstanding interpersonal, relationship building and negotiation skills.

In return, you will receive excellent development and growth opportunities, an outstanding salary and benefits package, along with the chance to work as an integral part of an expanding business where you are truly valued.


SimkissGuy Recruitment is acting as a recruitment agency for the purpose of this vacancy. By sending your CV to us, you hereby consent for is to contact you in relation to recruitment. We are an equal opportunities employer who welcomes applications from all. We will be in touch within 3 working days if we would like to discuss your CV and experience further. If you do not hear from us within that time then you have unfortunately been unsuccessful in your application for this particular vacancy. We would welcome further applications from you for roles that may be more suited to your skills and experience.