Financial Planner

JR United Kingdom; Chester; On-site; GBP 80,000 - 120,000; Full time

Job summary

A respected Wealth Management company is seeking a Financial Planner in Leeds to join their team. This role includes support for expanding a high-net-worth client base, offers competitive earnings potential exceeding £100k OTE, and provides robust administrative backing and professional development opportunities.

Benefits

Competitive salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Protection benefits

Full paraplanning support

Professional development support

Clear internal progression routes

Qualifications

• 3+ years of financial advice experience.
• Track record of advising high-net-worth clients.
• Currently enroute to Chartered status.

Responsibilities

• Support in expanding client base through provided leads.
• Receive full paraplanning and administrative assistance.
• Engage in professional development and internal progression.

Skills

Client management

Business development

Financial advising

Education

Chartered aspirations

Job description

Social network you want to login/join with:

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!