Financial Planner

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

Job summary

A highly respected Wealth Management company is inviting applications for the role of Financial Planner. Located in Leeds, this opportunity provides substantial support for business development, paraplanning, and administration to ensure your success in advising high-net-worth clients. The ideal candidate will have a minimum of three years of experience in financial advice and be on their path to achieving Chartered status, with attractive benefits, including a competitive salary package.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Professional Development Support

Clear Internal Progression Routes

Qualifications

• Minimum 3 years of experience in financial advice.
• Proven track record with high-net-worth clients.
• Currently on track for Chartered status.

Responsibilities

• Advise high-net-worth clients on financial matters.
• Provide paraplanning and administrative support.
• Expand client base with provided leads.

Skills

Client Relationship Management

Financial Planning

Business Development

Education

Chartered Financial Planner (in progress)

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!