Financial Planner

JR United Kingdom; Lincoln; On-site; GBP 60,000 - 100,000; Full time

Job summary

A highly respected Wealth Management company is seeking a Financial Planner in Leeds. The role offers HNW client leads, comprehensive support, and competitive remuneration with clear progression routes. Ideal candidates should have 3+ years of experience and be working towards Chartered status.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Protection benefits

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience is required.
• Experience advising High Net Worth (HNW) clients.
• Currently enroute to become Chartered.

Responsibilities

• Provide tailored financial advice to HNW clients.
• Support business development to expand client base.
• Receive full paraplanning and administrative support.

Skills

Advising HNW clients

Business development

Education

Chartered status or in route to 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!