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Financial Planner

Recruit UK
Posted 16 hours ago, valid for a month
Location

Leeds, West Yorkshire LS14 1DZ

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Recruit UK is seeking a Financial Planner for a respected Wealth Management company in Leeds.
  • The role offers a highly competitive salary with an OTE of £100k+ and attractive bonuses.
  • Candidates should have at least 5 years of advice experience and a track record of advising high-net-worth clients.
  • The company provides full paraplanning and administrative support, along with professional development opportunities.
  • This position includes clear internal progression routes and a hybrid working model.

Role: Financial Planner

Location: Leeds

Salary: Highly Competitive

Reference: 9573

Recruit UK has an exciting opportunity with a highly respected Wealth Management company looking for a Financial Planner to join their team in Leeds.

Drawing on their impressive history, this company has embraced a modern approach to financial advice, enabling them to remain one of the largest players in the UK advice market.

They have an existing portfolio of clients for the incoming adviser to inherit, and will support you with business development to help you expand your client base. You will also receive full paraplanning and administrative support.

What’s in it for you?

  • Highly Competitive Salary OTE £100k+
  • Attractive bonuses
  • Excellent benefits - Enhanced Pension, PMI, Protection
  • Full Paraplanning and Administration support
  • Support with professional development
  • Clear routes to progress internally
  • Hybrid working

What they are looking for:

  • 5+ years of advice experience
  • Enroute to Chartered
  • Track record advising HNW clients
  • Proven business development skills

Get in touch or apply online to find out more!

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.