Financial Planner - Holistic Advice & Client Growth

Capio Recruitment Financial Planning; Leeds; On-site; GBP 60,000 - 85,000; Full time

Benefits offered by this job

Discretionary bonus

Private healthcare

Group income protection

Life assurance

Eye care scheme

Wellbeing programme

Cycle to work

Job summary

Capio Recruitment Financial Planning is seeking a Financial Planner in Leeds to manage and grow a portfolio of client relationships, delivering holistic, compliant financial guidance across pensions, investments and protection.

The role emphasizes clear communication, technical proficiency, and a personable, client-first approach within a supportive team. It offers strong growth potential and a collaborative culture in a regulated financial services environment.

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status, or working towards, desirable).
• Strong understanding of FCA regulatory requirements.
• Experience delivering holistic financial advice.
• Excellent communication and interpersonal skills.
• Ability to simplify complex information for clients.
• Commercial awareness with a proactive, growth mindset.
• Strong organisational skills and attention to detail.
• Professional, ethical and client-first approach.

Responsibilities

• Building and maintaining long-term, trusted client relationships.
• Conducting in-depth reviews of clients' financial circumstances, objectives and risk profiles.
• Designing and delivering tailored financial planning strategies across pensions, investments and protection.
• Providing clear explanations of complex advice, costs and regulatory disclosures.
• Ensuring all advice is compliant with FCA requirements and internal standards.
• Working closely with technical and support teams to deliver an efficient, high-quality client experience.
• Maintaining accurate client records and appropriate documentation.
• Identifying opportunities to grow the client base through referrals and professional connections.
• Meeting agreed commercial and performance targets.

Skills

Client relationship management

Communication

Regulatory knowledge

Growth mindset

Organisational skills

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Capio Recruitment Financial Planning is seeking a Financial Planner in Leeds to manage and grow a portfolio of client relationships, delivering holistic, compliant financial guidance across pensions, investments and protection.

The role emphasizes clear communication, technical proficiency, and a personable, client-first approach within a supportive team. It offers strong growth potential and a collaborative culture in a regulated financial services environment.