Financial Planner

JR United Kingdom; Leicester; On-site; GBP 50,000 - 100,000; Full time

Job summary

A prestigious Wealth Management company is seeking a Financial Planner in Leeds, offering HNW client leads and extensive support in a dynamic environment. This role includes working closely with clients and developing your expertise, with potential progression within the company, enhancing your career trajectory.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience required.
• Proven track record advising high net worth clients.

Responsibilities

• Advise HNW clients and provide financial planning.
• Develop business strategies to expand client base.

Skills

Client Advisory

Business Development

Financial Planning

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!