Financial Planner

Recruit Wealth

Posted 17 days ago, valid for 7 days

Leeds, West Yorkshire LS12 5HR, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

Recruit Wealth is seeking candidates for an award-winning advisory firm that provides financial well-being and retirement advice to employees across the UK.
The role is predominantly home-based with some travel required for certain clients and offers a competitive salary along with an attractive bonus package.
Candidates must have a minimum of 2 years of experience in providing pension and investment advice, and must be FCA registered with competent adviser sign off.
The position does not require a client bank, as all appointments are managed by a central services team.
Numerous vacancies are available due to ongoing demand, and interested candidates are encouraged to contact Recruit Wealth for more information.

Recruit Wealth are recruiting nationally for an award winning advisory name, who offer specialist financial well-being and retirement advice to workplace individuals.

The business looks after hundreds of household names (Private & Public Sector) and their employees across the UK. Their regulated financial advice helps clients understand their financial situation, whether they’re saving for future retirement or selecting other financial plans.

All newly created opportunities are predominately home based (with some travel for certain clients), employed only with a stand out bonus package.

All positions are appointment/diary led by the central services team, you'll speaking to clients and assessing their financial planning needs once you've completed your training/induction.

No client bank is or will be required.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser sign off, alongside holding the Level 4 Diploma as a minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

Please get in touch with us here at Recruit Wealth as soon as possible for further information.

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