Financial Planner

JR United Kingdom; Wolverhampton; On-site; GBP 70,000 - 120,000; Full time

Job summary

A leading Wealth Management company is looking for a Financial Planner to join their team in Leeds. The role offers HNW client leads, competitive salary potential over £100k OTE, and significant support for business development. The position requires a track record of advising high-net-worth clients and a path to Chartered status.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Protection benefits

Support with professional development

Clear routes for internal progression

Qualifications

• 3+ years of financial advice experience.
• Enroute to Chartered status.
• Track record advising high-net-worth clients.

Responsibilities

• Provide financial advice and planning to high-net-worth clients.
• Utilize business development support to expand client base.
• Receive paraplanning and administrative assistance.

Skills

Advice experience

Client relationship management

Financial planning

Education

Chartered status

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!