AMC Ltd
Experienced Financial Adviser
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Financial Planner | Birmingham | £70,000 | Remote / Hybrid
We’re looking for an experienced Financial Planner to join a well-established and growing financial planning firm based in Birmingham.
This is a genuine warm-desk opportunity. You’ll inherit a minimum of 40 existing investment clients from day one, alongside a pipeline of qualified leads provided by the business. The focus is on financial planning, client relationships, and converting opportunities, rather than building a client bank from scratch.
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The role:
- £70,000 basic salary
- Minimum 40 existing investment clients to inherit
- Qualified leads provided
- Remote / hybrid working
- Holistic financial planning across pensions, investments, protection, and tax
- Cash flow modelling and lifestyle financial planning
- Long-term career opportunities within a growing, well-backed group
- Chartered status preferred, or working towards it
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You’ll need to be an experienced Level 4 Financial Planner who is comfortable taking ownership of established client relationships and able to hit the ground running.
The appointment is confidential and the firm’s identity will be shared with suitable candidates following an initial conversation.
Interested? Apply or message me directly for a confidential conversation.
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