Employed Financial Planner – Leeds
Salary
Salary negotiable- c50k + Bonuses + Benefits
Location
Leeds
Job Type
Full Time
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We are currently representing a market leading independent wealth advice business. Winners of numerous industry awards and recognised for their impeccable training and coaching towards chartered and other specialist advice exams has earned them a high retention rate with employees and strong market presence.
Working with a team of experts to ensure you offer clients outstanding financial advice. Implementing a strategic marketing plan and promoting their market leading Investment Proposition to win new target market clients. Overseeing the delivery of service to an established portfolio of “higher value clients”. Managing and developing own client portfolio.
About them
- National presence
- Team of professional tax and independent wealth advisory services
- Local led business development
- Bespoke & Central paraplanning, back office support management services
- Market leading Investment proposition
- High Net Worth Client bank
- Base salary c50k + dependent on experience
- Bonuses, based on individual and team performance
- Full support towards chartered
- Rewarding benefits package
- Independent Financial Advice
- Full back office support
- Desk to work from
- Clear career progression