Financial Planner

JR United Kingdom; Glasgow; On-site; GBP 60,000 - 100,000; Full time

Job summary

A leading Wealth Management company in the UK seeks an experienced Financial Planner to join their team in Leeds. With a focus on High Net Worth clients, this role offers an attractive OTE of £100k+ alongside extensive support for professional development. Ideal candidates will have a proven track record and be enroute to Chartered status.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Professional development support

Clear internal progression routes

Qualifications

• 3+ years of financial advice experience.
• Proven track record advising HNW clients.
• Enroute to Chartered status.

Responsibilities

• Provide financial planning and advice to HNW clients.
• Utilize client leads and support for business development.
• Receive paraplanning and administrative support.

Skills

Client Relationship Management

Business Development

Education

Chartered Financial Planner (en route)

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!