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Job Location | Leeds |
Education | Not Mentioned |
Salary | 50,000 - 70,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time Work from home |
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
Keyskills :
AdviceExisting ClientsFinancial AdviceHolistic Financial PlanningParaplanning