Financial Planner - Independent Firm Hybrid Yorkshire

ZipRecruiter; Bradford; Hybrid; GBP 75,000 - 95,000; Full time

Job summary

A leading independent financial planning firm in Bradford seeks an experienced Financial Planner. This pivotal role offers a competitive salary up to £75K plus lucrative commissions. Candidates must possess at least 5 years of experience in financial planning and showcase a proven track record of success. With a focus on quality service and client relationships, this opportunity allows planners to thrive within a supportive leadership environment.

Qualifications

• Proven track record in financial planning (5+ years).
• Experience with client relationships.
• Ability to transition a client base over time.

Responsibilities

• Provide high-quality financial advice to clients.
• Support clients using provided Paraplanning & Administrative services.
• Join a leadership team to contribute to the firm's growth.

Skills

Client-focused

Entrepreneurial mindset

Ambitious

Proactive

Education

Chartered or Diploma-qualified Financial Planner

Job description

Job Description

Are you a seasoned Financial Planner looking for a fresh, exciting opportunity with a truly independent firm? Do you want to be part of a growing, ambitious business where your expertise and client relationships are valued and rewarded?

Our client is a directly authorised, fully independent financial planning firm with big ambitions and an exciting growth journey ahead. Early in its development, there is a commitment to building a high-quality, client-centric business that rewards talent, autonomy, and results.

Based in the Bradford office (with hybrid working available), this role offers a fantastic opportunity for an experienced Financial Planner to join at a pivotal stage. They are offering:

• Some existing clients- typical households have £400K-£450KFUM
• Full Paraplanning & Administrative support
• A strong leadership team with a clear vision for the future

The firm is seeking an adviser with at least 5 years of experience and a solid track record of delivering high-quality advice. While a client following would be ideal, they are open to advisers looking to transition their client base over time.

Earning Potential

• Up to £75K basic salary
• 40% on ALL new business
• 25% on recurring income (after a threshold of 3x basic salary)

This is a unique opportunity to build your career with a forward-thinking firm that values quality over quantity and supports your long-term success.

Who We’re Looking For

Chartered or Diploma-qualified Financial Planner

• Proven track record in financial planning (5+ years)
• Client-focused, ambitious, and proactive
• Entrepreneurial mindset- excited by growth and opportunity