Financial Planner

JR United Kingdom; Luton; On-site; GBP 70,000 - 100,000; Full time

Job summary

A leading Wealth Management company is seeking a Financial Planner to join their Leeds team. This role offers competitive OTE and excellent support for client development and professional growth. The successful candidate will manage HNW clients and work within a supportive, progressive environment. Apply now to seize this opportunity!

Benefits

Enhanced Pension

Private Medical Insurance (PMI)

Clear routes for internal progression

Full paraplanning and administrative support

Qualifications

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

Responsibilities

• Provide high-quality financial advice to HNW clients.
• Develop and manage client relationships effectively.
• Receive full paraplanning and administrative support.

Skills

Client Relationship Management

Business Development

Financial Advice

Education

Chartered Financial Planner (in progress)

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!