Financial Planner

JR United Kingdom; Bath; On-site; GBP 70,000 - 120,000; Full time

Job summary

A respected Wealth Management company seeks a Financial Planner in Leeds. The successful candidate will advise High Net Worth clients, leveraging business development support and comprehensive paraplanning. With competitive salary potential over £100k and strong internal growth opportunities, this is an exciting role for a driven financial expert.

Benefits

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

Qualifications

• 3+ years of advice experience required.
• Strong track record with High Net Worth (HNW) clients.
• Progress towards Chartered status essential.

Responsibilities

• Advise HNW clients and assist with their financial planning.
• Develop business relationships to expand client base.
• Utilize paraplanning and administration support for efficiency.

Skills

Advising HNW clients

Business Development

Financial Planning

Education

Enroute to Chartered

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!