Financial Planner

JR United Kingdom; Stoke-on-Trent; On-site; GBP 50,000 - 100,000; Full time

Job summary

A highly respected Wealth Management company seeks a Financial Planner in Leeds, providing HNW client leads and business development support. The role offers competitive salary, full paraplanning, and administration support, alongside excellent benefits and clear internal progression routes.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience.
• Track record of advising High Net Worth clients.
• On the route to achieving Chartered status.

Responsibilities

• Provide financial planning services to High Net Worth clients.
• Support business development and expand the client base.
• Assist clients with tailored financial advice and solutions.

Skills

Advice experience

Client relationship management

Education

Chartered status in progress

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!