Financial Planner

JR United Kingdom; York; On-site; GBP 60,000 - 120,000; Full time

Job summary

A reputable Wealth Management company is seeking a Financial Planner in Leeds to support HNW clients with financial planning and business development. Offering a competitive salary and comprehensive support, this role provides clear internal progression opportunities. Ideal candidates will have over 3 years of experience and a history of successful client advice.

Benefits

Highly Competitive Salary OTE £100k+

Enhanced Pension

Private Medical Insurance (PMI)

Support with professional development

Clear routes to progress internally

Qualifications

• 3+ years of advice experience.
• Track record advising HNW clients.

Responsibilities

• Provide financial planning support to HNW clients.
• Business development to expand your client base.

Skills

Client Relationship Management

Business Development

Financial Planning

Education

Enroute to Chartered

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!