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Junior Financial Planner

Taylor James Professional Recruitment
Posted 10 hours ago, valid for 9 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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  • A prestigious client in Leeds is seeking a Junior Financial Planner to join their team.
  • The ideal candidate should have approximately 1 year of advisory experience and hold a Diploma qualification.
  • Chartered status or being in the process of obtaining it is desirable, along with experience servicing high-net-worth and ultra-high-net-worth clients.
  • The role offers a competitive basic salary along with excellent uncapped earning potential and a comprehensive benefits package.
  • Interested candidates are encouraged to apply or reach out to Matthew Biddle on LinkedIn for further information.

A first class position has arisen for a Junior Financial Planner to join our prestigious client based in Leeds

We are looking to speak with enthusiastic and forward-thinking financial planners who will offer totally independent and professional advice.

You will benefit from an inherited client back which is increased through extensive referrals.

The Person:

  • c 1 years worth of advisory experience (essential)
  • Diploma qualified (essential)
  • Chartered status or studying towards (desirable)
  • Experience in servicing HNW/ UHNW clients

In return this opportunity offers a competitive basic salary, excellent uncapped earning potential along with an extensive benefits package.

To be considered for this opportunity, please apply for this role or contact Matthew Biddle on LinkedIn

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.