BWD Search & Selection
Financial Planner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Financial Planner - Midlands based
£50,000 to £90,000 plus bonus and benefits
A fiercely independent wealth management firm is looking to hire an experienced Financial Planner across the Midlands.
About the Role
The role suits a Financial Planner who wants to grow and develop an existing client bank, with full paraplanning and admin support around them.
You’ll have the tools, brand and internal support to build new relationships, without being dropped into a sink or swim environment.
You’ll Do
- Provide full financial planning advice to a mix of existing and new clients
- Build relationships with professional introducers and personal networks
- Work across your regional market rather than sit behind a desk all week
- Contribute to team goals, client outcomes and wider business projects
- Help support sensible growth across a long established wealth firm
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
You’ll Bring
- Minimum Level 4 DipPFS/DipFA
- Strong relationship skills and credibility with clients
- Commercial edge, initiative and the willingness to win work
- A collaborative style and no big ego
- Ideally, existing introducer relationships or a strong local network
- Based around the West Midlands
Get help with your application
Your very own career expert that helps elevate your application to the next level.
You’ll Get
- £50,000 to £90,000 base salary depending on experience
- 10% to 25% bonus based on performance, team contribution and behaviour
- Private Medical
- 8% employer pension contribution
- DIS
- Electric car salary sacrifice scheme
- One fixed office day in the Coventry office, field based seeing clients.
This is a client first model with strong internal referrals, professional introducer flow and space created through growth, acquisitions and adviser retirements.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills