Financial Planner

JR United Kingdom; Reading; On-site; GBP 80,000 - 120,000; Full time

Job summary

A highly respected Wealth Management company seeks a Financial Planner to join their team in Leeds. With a focus on high-net-worth clients, this role offers excellent salary potential and support for professional development. The company emphasizes modern financial advice strategies and provides administrative assistance to enhance client management.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Protection benefits

Professional development support

Clear routes for internal progression

Qualifications

• Minimum of 3 years advice experience required.
• Strong track record in financial planning for high-net-worth clients.

Responsibilities

• Manage client relationships and provide financial planning advice.
• Utilize HNW client leads and business development support.

Skills

Advising HNW clients

Business development

Education

Enroute to Chartered certification

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!