Financial Planner (Wealth Management)

Location: Birmingham, United Kingdom

Company

hirify.global is a UK-based wealth management business providing financial advice, discretionary investment management, investment platforms, and multi-asset investment solutions to private clients, charities, trustees, and professional partners.

What you will do

• Maintain and grow an existing portfolio of high-net-worth clients.
• Provide clear, high-quality, compliant financial advice and ongoing service.
• Deliver investment reviews and holistic advice while deepening long-term client relationships.
• Build and manage a high-quality pipeline using personal networks, referrals, warm leads, and client-bank opportunities.
• Generate new business and increase assets under advice, client loyalty, and profitability.
• Work with Investment Managers, distribution partners, and colleagues across the Wealth Management Division.

Requirements

• Experience as a Financial Planner with a strong focus on service excellence.
• Level 4 qualification in Financial Planning as a minimum; advanced qualifications are desirable.
• Strong technical knowledge and confidence working in a regulated environment.
• Ability to deliver excellent client outcomes and build long-term relationships based on trust and referrals.
• Commercial mindset with the ability to grow business and manage activity, pipeline, and conversion targets.
• Compliance with FCA requirements, Consumer Duty policies, SMCR obligations, and hirify.global standards.

Nice to have

• Advanced financial planning qualifications.
• Established professional and client network.

Culture & Benefits

• Permanent employment with 26 days of annual holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory company pension scheme with the option to increase contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits are available to UK employees through salary deduction.
• Inclusive culture focused on integrity, curiosity, challenge, collaboration, and equal opportunities.