Financial Planner

JR United Kingdom; Norwich; On-site; GBP 60,000 - 120,000; Full time

Job summary

A highly respected Wealth Management company is seeking a Financial Planner in Leeds to leverage HNW client leads and provide exceptional financial advice. The role offers a highly competitive salary, excellent benefits, full support for professional development, and clear internal progression routes.

Benefits

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

Qualifications

• Minimum 3 years of advice experience required.
• Proven track record advising high-net-worth clients.
• Currently pursuing Chartered status.

Responsibilities

• Advise HNW clients with tailored financial plans.
• Develop new client relationships and support existing ones.
• Provide paraplanning and administrative assistance.

Skills

Financial Advice

Business Development

Client Management

Education

Chartered Financial Planner (or enroute)

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!