Financial Planner

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

Job summary

A leading Wealth Management company is seeking a Financial Planner to join their team in Leeds. With a focus on high net worth clients, the role offers competitive earnings and professional development support. The ideal candidate will have at least 3 years of experience and a strong track record in financial advice.

Benefits

Enhanced Pension

Private Medical Insurance

Protection Benefits

Full Paraplanning and Administration support

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience in financial planning.
• Experience advising high net worth clients.
• Enroute to Chartered status is desirable.

Responsibilities

• Manage client relationships and advise on wealth management.
• Provide full paraplanning and administrative support.
• Develop business opportunities to expand the client base.

Skills

Client relationship management

Financial planning

Business development

Education

Chartered status (or enroute)

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!