Financial Planner

JR United Kingdom; Cambridge; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading Wealth Management firm invites an experienced Financial Planner to join their team in Leeds. The role offers competitive earning potential, administrative support, and excellent benefits. Ideal candidates should have over three years of advisory experience and a proven record in HNW client relations.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Support with professional development

Clear routes to progress internally

Qualifications

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

Responsibilities

• Provide financial advice and support to HNW clients.
• Expand client base with business development assistance.

Skills

Advising HNW clients

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!