Financial Planner / Private Wealth Adviser 

Location: Lichfield, Staffordshire (Hybrid)
Salary: Highly Competitive + Excellent Benefits + Long-Term Career Progression

Join a Boutique Wealth Management Firm Advising High-Net-Worth Clients

My client is a highly respected and forward-thinking independent wealth management firm seeking an experienced Financial Planner / Private Wealth Adviser to join its growing team in Lichfield.

This is an exceptional opportunity for an established adviser who enjoys building long-term relationships with high-net-worth individuals, business owners, entrepreneurs and families while delivering truly holistic financial planning.

Working within a collaborative and technically strong environment, you'll be supported by experienced paraplanners, administrators and leadership, allowing you to focus on providing exceptional client outcomes while continuing to develop your own portfolio.

The position offers genuine long-term career progression, with future opportunities to move into senior leadership and strategic roles within the business.

The Opportunity

As a Financial Planner, you will take responsibility for managing your own portfolio of clients alongside supporting an established book of high-net-worth relationships.

You will deliver comprehensive financial planning across investments, retirement, estate planning, protection and tax-efficient strategies while providing an exceptional client experience from initial engagement through to ongoing reviews.

You'll work closely with fellow advisers, technical specialists and external professional partners including accountants, solicitors and tax advisers to deliver sophisticated planning solutions tailored to each client's objectives.

Key Responsibilities

• Develop and manage long-term relationships with High-Net-Worth and Ultra-High-Net-Worth clients.
• Deliver holistic financial planning across pensions, investments, protection, retirement and estate planning.
• Build and grow assets under management through exceptional client service and business development.
• Conduct financial reviews and present tailored recommendations to clients.
• Produce high-quality suitability reports and financial planning recommendations.
• Support complex planning involving trusts, inheritance tax, business succession and intergenerational wealth.
• Work alongside investment managers and discretionary fund managers to design and review client portfolios.
• Explain investment performance, market conditions and long-term planning strategies in a clear and engaging manner.
• Maintain the highest standards of FCA compliance, Consumer Duty and suitability requirements.
• Collaborate with paraplanners and administrative teams to ensure a seamless client journey.
• Build strong relationships with external professional introducers including accountants and solicitors.

About You

The successful candidate is likely to have:

• Level 4 Diploma in Regulated Financial Planning (essential).
• Chartered or Level 6 qualifications would be advantageous.
• Proven experience advising High-Net-Worth clients within an Independent Financial Advice, Wealth Management or Private Banking environment.
• Strong technical knowledge across pensions, investments, tax planning, trusts and estate planning.
• Excellent relationship-building and communication skills.
• A consultative approach with the ability to build trust with sophisticated clients.
• Strong commercial awareness and the ability to identify opportunities to grow client relationships.
• A genuine passion for delivering outstanding financial planning and client service.

What's on Offer

• Competitive basic salary dependent on experience.
• Hybrid working model.
• Established client relationships and ongoing support.
• Comprehensive paraplanning and administrative assistance.
• Opportunity to work with affluent and complex clients.
• Collaborative, professional and supportive culture.
• Clear pathway towards senior leadership opportunities.
• Long-term career development within a growing boutique wealth management firm.

If you're an experienced Financial Planner looking to work with high-value clients in a firm that genuinely values quality advice, technical excellence and long-term relationships, we'd love to hear from you.

Apply in confidence today. All applications will be handled with the strictest confidence by International Recruiters Connecting Financial Specialists (IRCFS) on behalf of our client.