Employed Financial Planner – Leeds

  • Employed
  • "Leeds"

recruitukltd Salary negotiable- c£50k + Bonuses + Benefits

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

 

What is on offer?

  • 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

 

They are looking for professional individuals who are aligned to their client’s values of true holistic financial advice. Individuals who are chartered or working towards gaining chartered status will be of a high advantage, someone who can bring a good attitude to the team and act as a mentor to others will be welcomed. Candidates must have expertise in dealing with HNW clients and a strong track record of previous business performance.

 

Please contact Chris Ingham at Recruit UK on 01179-450450, and quote reference 12467 if you would like to find out more about this role or to find out what other Financial Services opportunities are available.

To apply for this job email your details to chris.ingham@recruitukltd.co.uk