Lead Planner

Are you a financial planner who has strong interpersonal skills and can apply their own knowledge, judgement, and experience to deliver outstanding client outcomes, and seeking to practice ‘real’ comprehensive financial planning with clients.

Are you looking to join a forward thinking and dynamic financial planning company who puts the client at the heart of everything they do? Are you open to learning new skills and ways of working?

If so, then we have the perfect opportunity for you to join our team with unmatched personal development and a bank of clients for you to service.

Our structure provides freedom for you to concentrate on what you are good at, attracting and retaining clients with your very own client service associate, acting as you and your clients PA, and your very own paraplanner, providing you with technical support. This means your meeting notes, reports, pre and post meeting actions are all taken care of.

Further, full mentoring and training is provided and fully funded, after all, every day is a school day.

This is a rare opportunity to be part of something special. If you have a driving determination to succeed, we want you to join our team and help us to continue to disrupt the world of financial planning.

Click here for role description.

To express your interest please e-mail nick@henwoodcourt.co.uk

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0121 313 1370
The Cruck Barn
20 Country Park View
Sutton Coldfield
B76 1TE