Financial Planner

ZipRecruiter; Harrogate; On-site; GBP 60,000 - 75,000; Full time

Job summary

A leading wealth management firm in Harrogate is seeking an experienced Financial Planner. This role offers autonomy in building a regional client base with support from established teams, flexible working arrangements, and a performance-related bonus, ideal for those looking to shape their career in a respected environment.

Benefits

Performance related bonus

Private Medical Insurance

Flexible working arrangements

Qualifications

• Diploma-qualified (Certified or Chartered status desirable)
• Background in financial planning, private wealth, or family office environments
• Ability to collaborate with an in-house Portfolio Manager

Responsibilities

• Develop professional connections and generate new business
• Provide holistic advice to clients
• Work independently and within a small team

Skills

Diploma-qualified

Financial planning background

Business development

Investment management

Estate planning

Client needs assessment

Education

Diploma in Financial Planning

Job description

Job Description

Job Title: Financial Planner

Location: Harrogate

Salary: £60,000 - £75,000 + Bonus

An exciting opportunity has arisen for an experienced and entrepreneurial Financial Planner.

We’re working with a highly respected wealth management firm that’s re-shaping its Harrogate presence. With a newly streamlined office setup and a strong internal investment team, this is a unique chance for a self-starting adviser to build a business with autonomy and real potential for long-term growth.

The Required Skills:

• Diploma-qualified (Certified or Chartered status desirable)

• A background in financial planning, private wealth, or family office environments

• Skilled at developing professional connections and generating new business

• Confident working independently and comfortable in a small, self-driven team

• Ability to collaborate with an in-house Portfolio Manager to create holistic advice

• Strong understanding of investment management, estate planning, and HNW client needs

What’s on Offer:

• Performance related bonus

• Autonomy to grow and shape a regional client base

• Cross-referral opportunities and support from established investment and business development teams

• Flexible working arrangements

• Private Medical Insurance

This role is ideal for a Financial Planner looking for independence and the chance to build something meaningful within a respected private wealth environment.

To explore this opportunity further, please get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

“INDSBWEA”