Financial Planner

JR United Kingdom; Hounslow; On-site; GBP 70,000 - 120,000; Full time

Job summary

A leading Wealth Management company in the UK is seeking a Financial Planner to join their team in Leeds. The ideal candidate will have over 3 years of experience and a proven track record in advising high-net-worth clients. The firm offers excellent benefits and strong support for professional development, with clear internal progression routes.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Protection

Professional Development Support

Qualifications

• 3+ years of advice experience in Wealth Management.
• Enroute to Chartered status.
• Track record advising high-net-worth clients.

Responsibilities

• Provide financial advice to high-net-worth clients.
• Develop business to expand client base.
• Receive administrative and paraplanning support.

Skills

Client Advising

Business Development

Education

Chartered Financial Planner

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!