Servicing Financial Planner - Bromsgrove

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Servicing Financial Planner – Bromsgrove with hybrid working

£45,000 – £60,000 + Benefits

I'm exclusively supporting a modern boutique Independent Financial Planning business to appoint a Servicing Financial Planner to join their growing team.

This is an excellent opportunity for an existing or recently qualified Financial Advisor who enjoys maintaining long-term client relationships and delivering a high-quality ongoing service.

About the Role

As a Servicing Financial Planner, you will be responsible for managing relationships with existing clients, conducting regular review meetings and providing ongoing financial planning support.

Key responsibilities

Conducting regular client review meetings, both virtually and face-to-face

Providing ongoing financial planning advice and support to existing clients

Identifying and responding to clients' changing financial planning needs

Supporting ongoing business and client servicing requirements

Preparing recommendations and ensuring advice is delivered to a high professional standard

Working closely with existing Paraplanning and Administration teams to ensure a seamless client experience

Maintaining trusted relationships with clients and becoming a key point of contact

About You

Minimum Diploma Level 4 qualification

Experience working in regulated Financial Planning

IFA or restricted backgrounds both welcome

Knowledge across core financial planning areas

An understanding of client review processes, ongoing servicing, and suitability requirements.

Excellent communication and relationship-building skills

A professional, client-centric approach

What's on Offer

£45,000 – £60,000 salary, depending on experience and qualifications

Bonus potential

Opportunity to join a modern and growing Financial Planning business

Established clients with no new business target or expectation

Friendly and supportive team environment

If you're a Financial Planner looking for your next opportunity and would like to find out more, please apply to get in touch for a confidential discussion.