Chartered Financial Planner £80,000-£90,000 plus benefits and bonus (Sutton Coldfield / West Midlands) Our client, a well-established and highly respected firm of Chartered Financial Planners with over 20 years'' experience in the West Midlands, is seeking a technically strong and highly qualified Chartered Financial Planner to join their team. This is a client servicing-focused role, managing and growing an existing portfolio of high-net-worth clients. About the RoleThis role is dedicated to servicing an existing client base and taking new clients from the onboarding team. There are no business development targets - your focus will be on providing first-class financial planning and advice. You will work closely with a highly experienced team and deliver holistic, technically robust solutions, including cashflow planning, retirement, investments, and protection strategies. Key Responsibilities: Manage and service a portfolio of high-net-worth clients, providing comprehensive financial planning advice. Take clients from the onboarding team and integrate them seamlessly into your portfolio. Prepare and deliver technical reports, recommendations, and cashflow plans. Maintain compliance, documentation, and high standards of client communication. Collaborate with colleagues to ensure exceptional client service and technical excellence. Candidate Requirements: Fully qualified Chartered Financial Planner. Strong technical knowledge, including cashflow planning. ..... full job details .....