Financial Planner

JR United Kingdom; Basingstoke; On-site; GBP 60,000 - 80,000; Full time

Job summary

A highly respected Wealth Management company in Leeds is seeking a Financial Planner to join their team. The role offers a competitive salary with OTE of £100k+, comprehensive benefits, and strong support for professional development. Ideal candidates will have over three years of financial advice experience and a proven record with HNW clients.

Benefits

Enhanced Pension

Private Medical Insurance

Professional development support

Clear progression routes

Qualifications

• 3+ years of advice experience.
• Track record of advising high net worth (HNW) clients.

Responsibilities

• Provide financial planning and advice to HNW clients.
• Develop client base with support and leads provided.

Skills

Client management

Financial advice

Business development

Education

Chartered Financial Planner (enroute)

Job description

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Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Leeds.

Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.

They will provide you with HNW client leads and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.

What’s in it for you?

• Highly Competitive Salary OTE £100k+
• Excellent benefits – Enhanced Pension, PMI, Protection
• Full Paraplanning and Administration support
• Support with professional development
• Clear routes to progress internally

What they are looking for:

• 3+ years of advice experience
• Enroute to Chartered
• Track record advising HNW clients

Get in touch or apply online to find out more!