Financial Planner

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

Job summary

A highly respected Wealth Management company in the UK is seeking a Financial Planner for their Leeds office. The role offers competitive salary potential over £100k and full support for professional development. Candidates should have over 3 years of advice experience and a successful track record with HNW clients.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

PMI

Protection

Full Paraplanning and Administration support

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience.
• Track record advising HNW clients.

Responsibilities

• Provide financial advice to HNW clients.
• Develop and expand client base with support.
• Receive full paraplanning and administrative support.

Skills

Financial Advice

Client Development

Education

Chartered Status (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!