Inherit HNW Client Book – Financial Planner (Leeds)

Capio Recruitment Financial Planning; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A national wealth management firm is seeking an experienced Financial Planner for its Leeds office. The role offers the opportunity to inherit a well-established portfolio of high-net-worth clients and focus on relationship building. Candidates should possess a Level 4 Diploma in Financial Planning and demonstrate experience in holistic financial planning. The firm provides a strong support team and excellent potential for professional growth in a respected business environment.

Benefits

Strong bonus potential

Brilliant benefits package

Professional development support

Qualifications

• Experience in holistic financial planning and investment management.
• Ability to develop long-term client relationships.
• Strong understanding of high-net-worth client needs.

Responsibilities

• Inherit a fully established portfolio of high-net-worth clients.
• Provide exceptional client service and financial planning.
• Collaborate with a support team for client management.

Education

Level 4 Diploma in Financial Planning

Job description

A national wealth management firm is seeking an experienced Financial Planner for its Leeds office. The role offers the opportunity to inherit a well-established portfolio of high-net-worth clients and focus on relationship building. Candidates should possess a Level 4 Diploma in Financial Planning and demonstrate experience in holistic financial planning. The firm provides a strong support team and excellent potential for professional growth in a respected business environment.