Financial Planner

JR United Kingdom; Bradford; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading Wealth Management company in Leeds is seeking an experienced Financial Planner. They offer HNW client leads, extensive support for business development, and a highly competitive salary package with excellent benefits. Ideal candidates will have 3+ years of advisory experience and a proven track record with high-net-worth clients.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Protection

Full Paraplanning and Administration support

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience.
• Track record advising HNW clients.

Responsibilities

• Provide HNW client advice and support business development.
• Receive full paraplanning and administrative support.

Skills

HNW client advisory

Business development

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!