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Financial Planner

Job LocationLeeds
EducationNot Mentioned
Salary50,000 - 70,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Job Title: Financial PlannerIndustry: Financial ServicesLocation: LeedsSalary: £50,000 - £70,000Reference Number: 15831 Financial PlannerRecruit UK are working on an excellent opportunity for a Financial Planner position in Leeds to join a leading Financial Advice firm. This company is a prestigious wealth advice and investment management business, winners of numerous industry awards andrecognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and admiration from clients.Due to growth through acquisitions and an increase in client referrals through professional relationships that include prestigious Law and accountancy firms, the company is looking to attract a Financial Planner to their Leeds office.Attention to detail and professionalism are key to my clients success, they have always operated on a fee basis, have an in-house investment management team, they generate quality inhouse and external client leads from many sources and provide full supportin the way of highly qualified paraplanners and administrators. They also remunerate their advisers in line with other professionals such as solicitors and accountants, being considered a professional adviser is more important than ever just look up the recentFSA document titled Risks to customer from financial incentives a clear indicator that higher basics are the way forward. Shares are also offered to all employees.Role: Financial PlannerTo build and develop trusted relationships with current and potential clients and professional connections. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advicegiven to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.Whats in it for you: Financial Planner

  • Financial Planner - Offices in Leeds
  • Basic Salary £50,000 - £70,000+ Negotiable dependent on experience
  • Excellent Discretionary Bonuses, OTE £80k - £100k+
  • Flexible working - Home / Office based
  • Excellent benefits: Pension, life cover, Flex bens scheme, Shares
  • Competitive holidays
  • Holistic Financial Planning
  • High Net Worth clients provided
  • Introducers, Business Development, client banks
  • Study support towards Chartered
  • Full paraplanning and admin support
Skills and experience required: Financial Planner
  • Level 4 financial diploma qualified
  • 2 years experience working as a Financial Adviser (CAS/SPS Required)

Keyskills :
AdviceExisting ClientsFinancial AdviceHolistic Financial PlanningParaplanning

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