Role

Are you tired of product-focused conversations masquerading as advice?

Sales targets dressed up as client goals?

Advisers competing against each other instead of collaborating?

And a culture where “hit your numbers” matters more than “change someone’s life”?

That’s definitely not my client.

My client is what happens when you decide to build a financial planning firm properly from the ground up.

They’re independent because it actually matters – not as a marketing line, but as a fundamental principle that shapes every conversation. They’ve built a collaborative culture where advisers share insights rather than hoard clients. And they have invested in technology and processes that let you focus on what you’re actually good at – helping people.

They’re ambitious about where they are  going, but equally clear about how to get there – with integrity, innovation and a team that genuinely enjoys working together.

 

If you’ve ever thought “there has to be a better way to do this,” you’ll understand what they are building.

 

They need a Financial Planner who understands that great advice changes lives, not just portfolio values.

Based in the West Midlands, you’ll be given clients (circa 80, AUM 40M) – individuals, families and business owners who are looking for someone they can actually trust – not another salesperson with a pitch deck. You’ll help them get clear on what they want their money to do for them, then build strategies that make it happen.

This means going deep on investments, pensions, protection, and tax planning. It means having conversations that matter. It means creating financial plans that are bespoke, not boilerplate.

You’ll have a paraplanning team backing you up with research and analysis. You’ll have colleagues who share knowledge rather than guard it. And you’ll have the autonomy to build relationships the right way, based on trust and genuine understanding, not quarterly targets.

 

What You’ll Actually Do

The Client Work:

• Build meaningful relationships with clients who value what you do
• Create comprehensive financial strategies across investments, pensions, protection, and tax planning
• Have conversations that help people get clear on their goals and confident about their future
• Deliver advice that’s truly independent – no product quotas, no hidden agendas

The Professional Bit:

• Work with paraplanners and analysts to ensure every recommendation is thoroughly researched
• Stay current on market trends, regulatory changes, and planning opportunities
• Use modern technology to deliver a client experience that actually feels modern
• Champion the kind of advice that puts clients’ interests genuinely first

The Growth Part:

• Continue your journey toward Chartered or CFP status with proper support
• Share your expertise with the team and learn from theirs
• Help shape how they deliver financial planning as the firm grows

 

This work is demanding. Financial planning done properly requires technical knowledge, emotional intelligence and the ability to hold complex situations in your head. You’ll have clients going through divorces, business sales, bereavements and retirement – all of which require you to be on your game.

But if you’re someone who finds genuine satisfaction in helping people make sense of their financial lives, who takes pride in advice that genuinely works and who wants to be part of a firm that’s trying to do this right – this could be exactly what you’re looking for.

If you’re reading this thinking “this is what financial planning should feel like,” let’s have a conversation.

They’re building a financial planning firm where independence actually means something, where collaboration beats competition and where client impact matters more than sales targets.

The question is, do you want to be part of it?