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Financial Planner

Recruit Wealth
Posted 2 days ago, valid for 16 days
Location

Leeds, West Yorkshire LS14 1DZ

Salary

£22,000 - £26,400 per annum

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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 Wealth is representing a rapidly growing national Financial Planning business in the UK, which is private equity backed for expansion.
  • The advisory role is based in Leeds and requires candidates to have several years of Financial Planning experience, particularly in pension and investment advice.
  • The position comes with an existing client bank of over 150 households and offers a highly attractive compensation package with the potential for a six-figure salary.
  • The company provides comprehensive support including paraplanning, client support, and ongoing training and development.
  • Home and office working arrangements are flexible, allowing candidates to manage their own schedules while servicing a diverse client base.

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.

Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.

This advisory role (newly created) is located out of their Leeds offices and wider West Yorkshire areas (one of 42+ national hubs and still acquiring) servicing existing clients as well as building on new client activity.

Due to a recent acquisition, there is an existing client bank available, at least 150+ clients/households to be inherited. Further details will be discussed on application regarding AUM and recurring/on-going income being generated, but this will be highly attractive.

Ideally you will have a good many years Financial Planning experience (CAS, FCA registered etc) with an exemplary, competent track record, predominately on pension & investment advice to private clients.

Our client offers a market leading proposition, excellent charging structure, whole of market advice/directly authorised with a holistic approach at the forefront of everything they do.

They are award winning, regularly in the Financial press and recognised as one of the largest, prominent names in the Financial Planning/Wealth Management industry.

This opportunity is employed only with excellent bonuses. Our client has traditionally paid a high basic salary, this really is an attractive advisory role which easily carries 6 figure+ potential based on the client bank being offered.

Paraplanning and dedicated client support will be offered (as is always the case with our client) from the existing offices with added centralised support if ever required.

An excellent package and wider company benefits are all available. As is support for on going development, training, qualifications etc and you'll have a dedicated area manager and wider national directors to support.

Applicants will ideally be from the West Yorkshire areas to service the wider client bank.

Home/office working is fully supported and you'll be free to ruin your own diary during the week.

We are keen to speak to candidates as soon as possible, please apply to us here at Recruit Wealth for an immediate response.

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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.