Independent Financial Planner – Holistic Wealth & Growth

Capio Recruitment Limited; Leeds; On-site; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Discretionary bonus

35-hour work week

24 days annual leave

Digital private healthcare

Income protection

Life assurance

Eye care scheme

Wellbeing programme

Bike to work scheme

Professional qualifications support

Job summary

Capio Recruitment Limited is seeking an experienced Wealth Planner to join a forward-thinking wealth management practice in the UK. You will have direct access to a steady flow of high-calibre prospective clients and be supported by centralized marketing and paraplanning resources, enabling you to focus on sophisticated advisory work.

The role emphasizes delivering regulated, holistic financial planning across pensions, investments, and protection, with autonomy in client engagements and ongoing

Qualifications

• Level 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) with progress towards or attainment of Chartered status highly regarded.
• Demonstrated track record of delivering regulated, holistic financial advice across investments, retirement planning, and protection.
• Strong interpersonal skills with a commercial focus and ability to communicate technical recommendations clearly.
• Sound working knowledge of FCA regulatory standards and compliance processes.

Responsibilities

• Deliver tailored, holistic financial planning strategies across pensions, investments, and protection with advisory autonomy.
• Capitalize on inbound referrals and marketing leads to build and expand a strong client base.
• Partner with paraplanning and administrative specialists to focus on high-value client engagement and strategic advisory work.

Skills

Interpersonal skills

Commercial focus

Regulatory knowledge

Education

DipPFS or equivalent

Job description

Capio Recruitment Limited is seeking an experienced Wealth Planner to join a forward-thinking wealth management practice in the UK. You will have direct access to a steady flow of high-calibre prospective clients and be supported by centralized marketing and paraplanning resources, enabling you to focus on sophisticated advisory work.

The role emphasizes delivering regulated, holistic financial planning across pensions, investments, and protection, with autonomy in client engagements and ongoing