Recruiting now
| Posted: | 16/03/26 | |
| Recruiter: | Capio Recruitment Financial Planning | |
| Reference: | 3085435783 | |
| Type: | Permanent | |
| Salary: | £55,000 - £85,000 Annual | |
| Location: | Leeds | |
| Description: | Job Title: Financial Planner Location: Leeds Salary: £55,000 - £85,000 Benefits: Discretionary bonus based on AUM retained and AUM generated, flexible working, progression opportunities About the Company: This opportunity is with an independent, Chartered financial planning firm that has recently received significant investment and is entering a strong phase of growth. The business has built a reputation for delivering high-quality, client-focused advice to high-net-worth and ultra-high-net-worth individuals. With a strong emphasis on professional standards and long-term client relationships, the firm provides a collaborative environment where advisers can focus on delivering holistic planning and building lasting client partnerships. Role Summary: This role offers the opportunity to advise high-net-worth and ultra-high-net-worth clients while benefiting from qualified leads and an established client base. The position focuses on delivering holistic financial planning while growing and retaining assets under management. With strong internal support and increasing client demand, advisers are able to focus on providing high-quality advice and developing their portfolio in a firm that values long-term career development. Key Responsibilities:
Requirements:
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