Financial Planner

Capio Recruitment Financial Planning; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national wealth management firm is seeking an experienced Financial Planner for its Leeds office. The role offers the opportunity to inherit a well-established portfolio of high-net-worth clients and focus on relationship building. Candidates should possess a Level 4 Diploma in Financial Planning and demonstrate experience in holistic financial planning. The firm provides a strong support team and excellent potential for professional growth in a respected business environment.

Benefits

Strong bonus potential

Brilliant benefits package

Professional development support

Qualifications

• Experience in holistic financial planning and investment management.
• Ability to develop long-term client relationships.
• Strong understanding of high-net-worth client needs.

Responsibilities

• Inherit a fully established portfolio of high-net-worth clients.
• Provide exceptional client service and financial planning.
• Collaborate with a support team for client management.

Education

Level 4 Diploma in Financial Planning

Job description

Financial Planner

Location: Leeds

Remuneration: Competitive basic salary, strong bonus potential, and brilliant benefits package.

A leading national wealth management firm is seeking an experienced Financial Planner to join their Leeds office. This is a rare succession opportunity, offering the chance to take over a well-established portfolio of high-net-worth clients.

The firm is known for its strong reputation in holistic financial planning and investment management, with a long history of advising private clients, business owners, and families. The incoming planner will step into a fully supported environment, benefiting from a robust paraplanning, administrative, and investment management infrastructure.

The Opportunity

• Inherit a fully established book of high-net-worth clients from a retiring planner, with ongoing introductions through internal referrals.
• Join a respected national business with a strong regional presence and reputation for exceptional client service.
• Collaborate closely with a dedicated support team, allowing you to focus on deepening client relationships and long-term planning.
• Excellent scope for progression within a business that actively supports professional development and Chartered status.

Requirements

• Level 4 Diploma qu...