Financial Planner

JR United Kingdom; City of Edinburgh; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading Wealth Management company is seeking an experienced Financial Planner to enhance their team in Leeds. This role offers a highly competitive salary with excellent benefits, support for professional development, and clear internal advancement opportunities. Candidates should have significant experience advising HNW clients and be on the path to Chartered status.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Professional development support

Clear routes to progress internally

Qualifications

• 3+ years of advice experience.
• Track record advising HNW clients.
• On the path to becoming Chartered.

Responsibilities

• Provide financial advice to HNW clients.
• Support business development efforts.
• Receive full paraplanning and administrative assistance.

Skills

Client Relationship Management

Financial Advisory

Business Development

Education

Chartered status (or 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!