Financial Planner

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

Job summary

A leading UK Wealth Management company seeks an experienced Financial Planner to join their team in Leeds. The role offers HNW client leads, comprehensive support for paraplanning and administration, and competitive salary potential exceeding £100k OTE. Ideal candidates have a solid background in financial advice and a journey toward Chartered status.

Benefits

Enhanced Pension

Private Medical Insurance

Support with Professional Development

Clear Routes for Internal Progression

Qualifications

• Over 3 years of financial advice experience.
• Proven track record advising high-net-worth clients.

Responsibilities

• Provide financial planning advice to high-net-worth clients.
• Support business development and client base expansion.

Skills

Client Development

Financial Advisory

Education

Enroute to Chartered

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!