Independent Financial Planner: Grow Your Client Portfolio

The Integrated Talent Partnership; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A wealth management firm in Leeds is seeking an Independent Financial Planner to enhance client relationships and drive business growth. The ideal candidate has a minimum Level 4 qualification and is working towards Level 6 or Chartered status. Responsibilities include client support, business development, and strategic contribution to the firm's growth, all while adhering to FCA compliance. This role presents an opportunity for an entrepreneurial professional to thrive in a dynamic environment.

Qualifications

• Level 4 (minimum) qualified, progression toward Level 6 or Chartered status preferred.
• Proven track record in financial planning and business development.
• Strong relationship management skills with the ability to inspire trust and confidence.
• Entrepreneurial mindset with the drive to build and grow a client base.
• Excellent communication skills.

Responsibilities

• Lead business development: Identify opportunities, cultivate new client relationships, and grow your own portfolio.
• Deliver exceptional client support: Provide comprehensive financial planning advice across investments, pensions, protection, and estate planning.
• Shape strategy: Contribute to the firm's growth by leveraging your expertise in both client servicing and business generation.
• Ensure compliance: Operate within FCA guidelines, maintaining the highest standards of professionalism and integrity.

Job description

A wealth management firm in Leeds is seeking an Independent Financial Planner to enhance client relationships and drive business growth. The ideal candidate has a minimum Level 4 qualification and is working towards Level 6 or Chartered status. Responsibilities include client support, business development, and strategic contribution to the firm's growth, all while adhering to FCA compliance. This role presents an opportunity for an entrepreneurial professional to thrive in a dynamic environment.