Financial Planner

JR United Kingdom; High Wycombe; On-site; GBP 60,000 - 120,000; Full time

Job summary

A leading Wealth Management company is looking for a Financial Planner in Leeds. This role offers the opportunity to work with high-net-worth clients, supported by business development resources and extensive administrative assistance. With excellent career progression routes and a highly competitive salary potential, it is ideal for professionals seeking growth in their financial advising careers.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Support with Professional Development

Clear Routes to Progress Internally

Qualifications

• 3+ years of experience advising high-net-worth clients.
• Currently on track to achieve Chartered status.
• Proven track record in financial advice.

Responsibilities

• Provide financial planning and advice to high-net-worth clients.
• Develop and expand client base with provided leads.
• Receive full paraplanning and administrative support.

Skills

Client Advising

Business Development

Financial Planning

Education

Progress towards 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!