Financial Planner

Job description

An established, employee-owned Independent Financial Advisory firm is seeking a Senior Chartered Financial Planner to join its expanding Midlands team.

This is a rare opportunity to work with an existing portfolio of High Net Worth clients within a firm that combines technical excellence, long-term thinking and a genuinely collaborative culture. With structured growth plans in place, the successful candidate will play a key role in the continued development of the region.

The Opportunity

• Advise a portfolio of High Net Worth and affluent private clients
• Deliver holistic financial planning across pensions, investments, retirement, estate and tax- efficient strategies
• Utilise detailed cashflow modelling to support long-term planning
• Work within a highly professional, well-supported advisory framework
• Contribute to the strategic growth of the Midlands presence

Why This Role Stands Out

• Employee-owned structure with long-term potential for equity participation
• Formulaic and transparent bonus structure
• Competitive base salary and comprehensive benefits
• Hybrid working (1–2 days per week in the office)
• Strong paraplanning and administrative support
• A genuinely supportive, professional and high-performing culture

About You

• Level 4 qualified, ideally chartered
• Experienced advising HNW clients within a UK-regulated IFA environment
• Technically strong with a holistic planning mindset
• Commercially astute and relationship-driven
• Interested in long-term progression and potential ownership

About Us - Bayford Hale

• Bayford Hale is a specialist recruitment partner to the UK financial services sector. We work closely with Independent Financial Advisory firms, wealth managers and investment practices across the UK, supporting them in securing high-calibre advisory and leadership talent.
• Our approach is consultative, discreet and relationship-driven. We understand that career moves at Chartered level are significant decisions, which is why we focus on long-term fit, cultural alignment and progression potential — not just job placement.
• If you are open to a confidential conversation about this opportunity, or would simply like market insight into your current position, we would be pleased to speak with you.

Extra information

Status

Open

Education Level

Secondary School

Location

West Midlands

Type of Contract

Full-time jobs

Published at

01-03-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English