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Financial Planner

JR United Kingdom

Cardiff

On-site

GBP 80,000 - 120,000

Full time

30+ days ago

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Job summary

Une entreprise de gestion de patrimoine de renom recherche un Financial Planner pour rejoindre son équipe à Leeds. Ce poste propose un salaire compétitif OTE dépassant £100k, un excellent soutien administratif, et des opportunités de développement professionnel et d'avancement interne.

Benefits

Pension améliorée
Protection sociale
Soutien au développement professionnel
Routes claires pour la progression interne

Qualifications

  • Minimum 3 ans d'expérience en conseil financier.
  • Expérience avec des clients HNW.
  • En route vers la certification Chartered.

Responsibilities

  • Développer et gérer un portefeuille de clients HNW.
  • Recevoir un soutien administratif complet.
  • Participer activement au développement métier.

Skills

Advising HNW clients
Business development

Education

Pathway 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!

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