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Financial planner
Financial Planner

Financial Planner

Recruit UK

Posted 2 days ago, valid for 6 days

Leeds, West Yorkshire LS14 1DZ

£120,000 per annum

Full Time

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Sonic Summary

Fisher Financial is seeking a Financial Planner with a salary of £60,000 and an OTE of £120,000.
The ideal candidate should have a Level 4 qualification in Financial Diploma and at least 5 years of experience selling to high-net-worth clients.
This role offers a consistent stream of pre-qualified client leads and is supported by a dedicated team for client administration.
Benefits include a 14% employer pension scheme, 31 days of annual leave, and support for further qualifications.
Candidates who are determined and goal-oriented are encouraged to apply for this entrepreneurial position.

Fisher Financial Job Advert

Job Title: Financial Planner

Ref: 9048

Location UK wide

Salary: £60,000 (£120,000 OTE)

Recruit UK is proud to partner with a prestigious international Wealth Management firm as they expand their UK Financial Planning team. We are looking for experienced Financial Advisers with a strong track record of working with high-net-worth (HNW) clients and a talent for building lasting relationships. If you excel in new client engagement and want a role with uncapped earning potential, we want to hear from you.

Why Join

Consistent stream of high-quality client leads that have been pre-qualified to ensure their suitability for the role.

Highly entrepreneurial position that centres around you selling, managing and advising clients. This position will be supported by a dedicated team handling client administration and relationship management.

What’s in it for you?

First year OTE £120,000+
14% employer pension scheme
31 days annual leave
Support offered with further qualifications and professional development
Outstanding maternity/paternity pay package

Requirements

Level 4 qualification in Financial Diploma (CII, CISI or LIBF)
Determined mindset and goal orientated
5+ years of success in selling to high-net-worth individuals
Proven closer

If you’re a hard-working, self-motivated person looking to expand your skills and further your career while being highly rewarded for your success apply today!

Apply now in a few quick clicks