associate financial planner jobs in Birmingham

You will be part of a growing team of planners and associated support staff. Whilst the team have a significant number of existing clients to deliver a high-quality service to, an equally important part of the role will be to provide a local market presence and to focus on winning new clients.

You will be involved in projects of national significance, working alongside engineers, environmental specialists and engagement professionals to deliver successful outcomes for clients and communities.

You will take a leading role in the planning and consenting of major infrastructure schemes.

OPPORTUNITY SNAPSHOT 📷 Our client is an independent town planning consultancy, based in the heart of Birmingham. They have an exciting opportunity for an Associate Town Planner/Associate Director, who is ambitious and driven with a strong planning background to join their reputable Planning Consultancy. THE HEADLINES: Title: Associate Planner/Associate Director Experience required: Minimum of...

You will have the chance to work with clients across multiple sectors, gaining visibility on strategically important matters while developing your commercial and technical expertise.

You will join a nationally connected commercial practice working collaboratively on complex matters for sophisticated clients.

I’m looking for the above for at least a year, possibly longer, on a large infrastructure scheme close to Birmingham city centre. You’ll need ASTA and P6 planning software proficiency, along with experience of planning for NEC contracts. Furthermore you will need n understanding of construction processes- particularly civils infrastructure and concrete structures. The rate will be between...

You will be instrumental in improving the environmental performance for a diverse range of projects across multiple sectors.

You will have responsibility for directing and leading projects including tasks relating to recruitment, bidding, project team management, project delivery, and financial management.

A leading consultancy in the UK is seeking a qualified Financial Planner to provide holistic financial planning advice to high-net-worth clients. This role offers a competitive salary between £50k - £80k, with uncapped quarterly bonuses and full client support. The ideal candidate will have a proven track record and a full Diploma in financial planning. The firm provides excellent benefits...

A leading financial institution in Birmingham is seeking a Senior Wealth Planner. In this role, you'll help clients shape their financial futures through tailored planning and advice. You'll build long-lasting relationships, leveraging your financial expertise and compliance knowledge to identify and manage risk. The position requires a Level 4 financial qualification and a strong background in...

You should have strong technical knowledge and hands‐on experience across all aspects of financial planning, including tax‐efficient investment strategies, pensions and retirement planning, protection, and estate planning.

A leading financial planning firm in the UK is seeking a Graduate Trainee to join their Financial Planning team. The successful candidate will study for professional qualifications while gaining hands-on experience supporting client service delivery. Applicants should possess a strong academic background, a commitment to self-development, and excellent time management skills. This role offers a...

You should apply if you:Thrive in a fast-paced, growing business where your ideas and actions directly influence success. Are naturally curious, proactive, and love tackling challenges with creativity and energy. Want to keep learning, investing in your own development while also contributing to wider colleague growth.

Overview At S&W, we help our clients thrive by simplifying the complex, illuminating new paths, and shaping solutions that make a difference. As one of the UK's top 10 fastest-growing accountancy firms, we have been a trusted partner since 1881—helping businesses and individuals meet challenges and seize opportunities across generations. Built on expertise and driven by ambition, we provide a...

The role This role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Key deliverables People Effective People leadership is considered critical to the success of the department, to ensure we attract and retain high performing talent. As a member of the Senior...

Overview The role The role is responsible for overseeing the Client Accounting and Financial Reporting teams and their operational delivery, alongside developing and delivering the strategic aims of the clients. Primary objectives - Leadership of the Client Accounting and Financial Reporting teams, acting as an escalation point for all people matters and ensuring effective client service...

A leading financial institution in Birmingham seeks a Senior Wealth Planner to help clients shape their financial futures. In this role, you will manage client relationships while providing tailored investment advice and financial planning services. The ideal candidate will have experience in personalized planning, a financial qualification at RDR Level 4, and a firm understanding of compliance...

You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner.

You will also commence your business development strategy in order to grow your footprint in your region.

A global professional services firm in the UK is seeking a Financial Planner - Associate Director to manage a client portfolio and generate new business. The ideal candidate will possess strong financial planning experience and hold necessary qualifications. This hybrid role supports both London and Sutton offices, offering competitive salaries and flexible working arrangements. Applicants will...

# Financial Planner•••£50k - £80k / year•4h agoBasic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW...

A leading accountancy firm in Birmingham is seeking a Director/Associate Director to join their Financial Reporting Team. This role entails co-leading operations, managing client interactions, and ensuring high-quality delivery of financial reporting services under IFRS and UK GAAP. Candidates should have significant financial reporting experience, strong leadership abilities, and a background in...

A financial services firm, based in Birmingham, seeks an experienced Financial Planner to manage client relationships and provide high-quality advice across all aspects of financial planning. The ideal candidate will hold a Chartered qualification, have over three years of experience, and be proficient with digital tools. Responsibilities include conducting client reviews, developing financial...