Financial Planner

JR United Kingdom; Coventry; On-site; GBP 50,000 - 100,000; Full time

Job summary

A leading Wealth Management company is seeking a Financial Planner to join their team in Leeds. This role offers significant support for client leads and business development, with a highly competitive salary and benefits package, aimed at professionals with a strong advisory background. Ideal candidates will have more than 3 years of experience and be working towards Chartered status.

Benefits

Enhanced Pension

Private Medical Insurance (PMI)

Professional development support

Clear routes for internal progression

Qualifications

• At least 3 years of financial advice experience.
• Proven track record advising high net worth clients.

Responsibilities

• Support business development and client acquisition.
• Provide full paraplanning and administrative support.

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!