Financial Planner

JR United Kingdom; Hemel Hempstead; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading Wealth Management company seeks a Financial Planner in Leeds, offering outstanding support, HNW client leads, and strong career development paths. A highly competitive salary package of OTE £100k+ is available, alongside excellent benefits and full administrative backing. The ideal candidate will have over 3 years of experience in providing financial advice and a proven ability to engage with high-net-worth clients.

Benefits

Enhanced Pension

Private Medical Insurance

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience required.
• Experience with high-net-worth clients is essential.
• On track for Chartered designation.

Responsibilities

• Support business development and grow client base.
• Provide financial advice to high-net-worth clients.
• Receive full paraplanning and administrative support.

Skills

Client Management

Financial Advisory

Business Development

Education

Chartered Status (in progress)

Job description

Social network you want to login/join with:

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!