Financial Planner

JR United Kingdom; Worcester; On-site; GBP 50,000 - 100,000; Full time

Job summary

A leading Wealth Management company is seeking a Financial Planner in Leeds to provide expert financial advice to High Net Worth clients. You will be supported with leads, paraplanning, and ongoing professional development, with a highly competitive OTE salary structure. This role offers clear opportunities for career progression within the firm.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Full Paraplanning and Administration support

Support with professional development

Clear routes for internal progression

Qualifications

• 3+ years of advice experience.
• Currently working towards Chartered status.
• Track record in advising High Net Worth clients.

Responsibilities

• Provide financial advice and manage High Net Worth client leads.
• Receive full paraplanning and administrative support.
• Support business development to expand client base.

Skills

Advice experience

Client management

Business development

Education

Path to Chartered

Job description

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.

Virtual job fairs

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!

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Created on 31/05/2025 by JR United Kingdom