Financial Planner

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

Job summary

A respected Wealth Management company is seeking a Financial Planner in Leeds. This role offers HNW client leads, business development assistance, and extensive support. The ideal candidate will have over 3 years of advice experience and is working towards Chartered status. A competitive salary and excellent benefits package are available.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance

Clear routes for internal progression

Support with professional development

Full Paraplanning and Administration support

Qualifications

• 3+ years of advice experience required.
• Experience advising high-net-worth clients.
• Enroute to Chartered status.

Responsibilities

• Advise high-net-worth clients.
• Develop client base with business support.
• Receive full paraplanning and administrative help.

Skills

Client Advising

Business 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!