Financial Planner

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

Job summary

A highly respected Wealth Management company is seeking a Financial Planner to join their team in Leeds. You will work with high-net-worth clients, receive strong support in business development, and enjoy a competitive salary with excellent benefits. Ideal candidates have 3+ years of advice experience and are on the path to Chartered status.

Benefits

Enhanced Pension

Private Medical Insurance (PMI)

Support for professional development

Clear internal progression routes

Qualifications

• 3+ years of advice experience.
• Working towards Chartered status.
• Proven track record with HNW clients.

Responsibilities

• Advising high-net-worth clients on financial planning.
• Business development and expanding the client base.
• Receiving full paraplanning and administrative support.

Skills

Client Relationship Management

Financial Planning

Business Development

Advising HNW clients

Education

Chartered qualification

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!