Financial Planner

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

Job summary

A prestigious Wealth Management company in Leeds is seeking a Financial Planner to enhance their team. You will benefit from HNW client leads and receive comprehensive support, including paraplanning and administration. Ideal candidates will have a minimum of 3 years advisory experience and be on the path to 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 in financial planning.
• Proven track record advising High Net Worth clients.
• Currently enroute to achieving Chartered status.

Responsibilities

• Support clients with personalized financial advice and planning.
• Develop business through HNW client leads provided.
• Receive full paraplanning and administrative support.

Skills

Client Management

Financial Planning

Business Development

Education

Chartered Financial Planner

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!