Chartered Financial Planner

ZipRecruiter; Leeds; On-site; GBP 70,000 - 100,000; Full time

Job summary

A Wealth Management business in Leeds is seeking an experienced Chartered Financial Planner to join their long-standing team. This role involves providing financial planning advice, maintaining relationships with professional introducers, and collaborating with an established Investment Management team. The ideal candidate will have extensive knowledge of EIS, VCT, Business Relief, IHT, and Trusts, along with a proactive approach to client relationships. A salary of £70,000 - £100,000 plus bonuses is offered.

Qualifications

• Chartered Financial Planner with in-depth knowledge of financial planning and complex higher-risk areas (EIS/VCT/Business Relief/IHT/Trusts).
• Pro-active, client-focused relationship builder with a track record of developing professional introducer networks and attending network events.

Responsibilities

• Provide in-depth knowledge of Financial Planning and client advice in complex and higher-risk areas.
• Proactively build and maintain relationships with professional introducers and attend various network events.
• Collaborate with an established Investment Management team and work with full paraplanning and administrative support.
• Support succession planning and leverage existing AUM and HNW client opportunities.

Job description

Overview

Chartered Financial Planner

Leeds

Yorkshire-based clients to inherit

£70,000 - £100,000 basic salary + annual, discretionary bonus

A Wealth Management business are looking to hire a Chartered Financial Planner to their existing, long-standing team.

Due to a continued increase in AUM, along with succession planning, HNW clients are available to inherit, helping you hit the ground running and quickly settle into the team.

Responsibilities

• Provide in-depth knowledge of Financial Planning and client advice in complex and higher-risk areas (e.g., EIS/VCT/Business Relief/IHT/Trusts).
• Proactively build and maintain relationships with professional introducers and/or attend various network events to introduce new clients.
• Collaborate with an established Investment Management team and work with full paraplanning and administrative support.
• Support succession planning and leverage existing AUM and HNW client opportunities.

Qualifications

• Chartered Financial Planner with in-depth knowledge of financial planning and complex higher-risk areas (EIS/VCT/Business Relief/IHT/Trusts).
• Pro-active, client-focused relationship builder with a track record of developing professional introducer networks and attending network events.

What we offer

The office has a collaborative approach, working closely with an established Investment Management team. You will receive full paraplanning and administrative support.