Private Client Wealth Planner | Hybrid

Evelyn Partners; Leeds; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading financial services company in Leeds is seeking a motivated individual for a full-time role in financial planning and wealth management. You will be responsible for building and maintaining client relationships while delivering tailored financial advice. The ideal candidate will have strong communication skills and a relevant qualification. Benefits include a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven ability to deal with clients on a fee basis.
• Excellent communication skills, both written and verbal.
• Ability to analyze client information for suitable recommendations.

Responsibilities

• Build and develop trusted relationships with clients.
• Deliver tailored financial planning and wealth management advice.
• Support clients' needs and execute the annual Business Plan.

Skills

Communication skills

Client relationship management

Financial planning strategies

Risk management framework

Analytical skills

Client service ethic

Technical product knowledge

Education

Relevant level 4 qualification or above

Tools

Microsoft Outlook

Microsoft PowerPoint

Job description

A leading financial services company in Leeds is seeking a motivated individual for a full-time role in financial planning and wealth management. You will be responsible for building and maintaining client relationships while delivering tailored financial advice. The ideal candidate will have strong communication skills and a relevant qualification. Benefits include a competitive salary, private medical insurance, and a hybrid working model.