Financial Planner

Capio Recruitment Financial Planning; Guiseley; On-site; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Bonus scheme

24 days holiday increasing to 26 + 2</

Private healthcare

Group income protection

Life assurance

Eye care scheme

Wellbeing programme

Cycle to work scheme

Support towards professional quals

Job summary

Capio Recruitment Financial Planning is seeking a Financial Planner to join their Leeds team, managing their own client relationships and delivering holistic, compliant financial advice. The role requires strong technical knowledge, excellent communication, and a relationship-led approach to client service.

Key responsibilities include building long-term client relationships, conducting reviews, designing strategies across pensions, investments and protection, and ensuring FCA regulatory

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
• Strong understanding of FCA regulatory requirements
• Experience delivering holistic financial advice
• Excellent communication and interpersonal skills
• Ability to simplify complex information for clients
• Commercial awareness with a proactive, growth mindset
• Strong organisational skills and attention to detail
• Professional, ethical and client-first approach

Responsibilities

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients' financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant with FCA requirements and internal standards
• Working closely with technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow the client base through referrals and professional connections
• Meeting agreed commercial and performance targets

Education

Diploma Level 4 Regulated Financial Planning

Job description

Job Title: Financial Planner

Location: Leeds

Salary: £60,000-£85,000

Benefits:

• Company discretionary bonus scheme
• 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown
• Private healthcare (after qualifying period)
• Group income protection
• Life assurance
• Eye care scheme
• Wellbeing programme
• Cycle to work scheme
• Support towards role-relevant professional qualifications

About the Company:

Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged.

Role Summary:

An opportunity has arisen for a Financial Planner to join our client's team, managing and developing their own client relationships while delivering holistic, compliant financial advice. This role would suit someone with a friendly, approachable manner who combines strong technical knowledge with a personal, relationship-led approach to client service.

Key Responsibilities:

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients' financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant with FCA requirements and internal standards
• Working closely with technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow the client base through referrals and professional connections
• Meeting agreed commercial and performance targets

Requirements:

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status, or working towards, desirable)
• Strong understanding of FCA regulatory requirements
• Experience delivering holistic financial advice
• Excellent communication and interpersonal skills
• Ability to simplify complex information for clients
• Commercial awareness with a proactive, growth mindset
• Strong organisational skills and attention to detail
• Professional, ethical and client-first approach

If you're a Financial Planner looking to join an expanding, forward-thinking company with strong support and genuine long-term growth opportunities, we'd love to hear from you.