Chartered Financial Planner

ZipRecruiter; Leeds; Hybrid; GBP 80,000 - 130,000; Full time

Job summary

An established industry player in wealth management is seeking a skilled Chartered Financial Planner to join their dynamic team in Leeds. This role offers the opportunity to provide expert financial planning services to high-net-worth individuals and families, ensuring they receive tailored advice aligned with their long-term financial goals. You will manage a significant client base, develop relationships, and drive business growth while delivering comprehensive investment solutions. With a flexible hybrid working model and a competitive salary package, this position is perfect for those looking to make a meaningful impact in the financial services sector.

Benefits

Pension

Private Medical Cover

Full Company Benefits Package

Qualifications

• 5+ years of experience in HNW private wealth advice.
• Demonstrable track record managing clients with AUM over £1m.

Responsibilities

• Provide expert financial planning services to high-net-worth clients.
• Manage and develop a significant client base, ensuring tailored advice.

Skills

Financial Planning

Investment Management

Pension Strategies

Client Relationship Management

Tax Optimization

Estate Planning

Education

QCF Level 6 Chartered

Job description

Job Description

The Company: A UK-based, market leading wealth management firm offering investment management, financial planning and advisory services seek a highly skilled and experienced Chartered Financial Planner to join their Wealth Management team. Acquired by a global financial powerhouse in 2016 they serve high-net-worth individuals, families, businesses and charities. The firm also provides discretionary investment management and advisory services, helping clients with retirement planning, tax optimization and estate planning, and philanthropy.

Office Location: Central Leeds

• Hybrid/Home Working: Yes - Fully flexible

Salary/Package: £80-130k base DOE + attractive bonus & full company benefits

• Benefits: Pension, DIS & Private Medical Cover alongside a full company benefits package

The Role: You will provide expert financial planning services to a client bank of high-net-worth individuals and families, helping them navigate complex investment portfolios and pension strategies. You will play a critical role in ensuring clients receive tailored, comprehensive advice that aligns with their long-term financial objectives. Duties include:

• Management of a significant client base - Developing and maintaining existing client relationships whilst further increasing business with the of new clients.
• Proactively represent the Financial Planning function internally and the brand proposition externally to develop and positively influence the firms position within the marketplace.
• Develop your network through seeking opportunities with current, new and potential clients.
• Drive efficiency within the office/team to sustain business growth while ensuring fair client outcomes.
• Provision of regulated advice across all standard licenced areas.
• Produce financial solutions to meet clients’ needs and delivers ongoing monitoring and review, making changes where appropriate to deliver continued suitability of investments.
• Responsible for ensuring ongoing client suitability.
• Manage all actions consistent with the advice given to clients.

The Person: You must be QCF level 6 Chartered (or working towards) and have a demonstrable track record of managing individual private clients sitting North of £1m+ AUM. You will:

• Hold a minimum 5+ years’ experience working within HNW private wealth focused advice
• Have managed a significantly sized client bank previously - Ideally £50m+
• Bring strong technical knowledge and awareness across the breadth of private wealth advice, inclusive of investments, pensions, IHT planning/trust work and VCT’s/EIS’s

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk