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Financial Planner

2 months ago

Yorkshire, United Kingdom Capio Recruitment Financial Planning Full time

Job Title: Financial Planner

Salary: £60,000 - £65,000 + Bonus

Location: Yorkshire

A well-established financial services firm with a strong reputation is seeking an experienced Financial Planner to join their team.

This firm provides expert advice on pensions, investments, inheritance tax, and wealth management, with a focus on delivering high-quality services to clients.

The Role:

This role is ideal for a technically skilled individual with strong relationship-building abilities, who can develop introducers and referrals to drive business growth.

The successful candidate will have the opportunity to nurture existing client relationships and develop new ones, with a strong bonus structure in place to reward high performers.

With good administrative and paraplanning support, as well as a streamlined compliance process, this firm is well-equipped to support its advisors in delivering exceptional results.

Key Responsibilities:

  • Provide expert advice on pensions, investments, and wealth management to clients
  • Develop and maintain strong relationships with clients and introducers
  • Drive business growth through referrals and introductions
  • Work closely with the administrative and paraplanning teams to deliver high-quality services

Requirements:

  • Proven experience as a Financial Planner or in a related field
  • Strong technical knowledge of pensions, investments, and wealth management
  • Excellent communication and relationship-building skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary and bonus structure
  • Opportunities for professional development and growth
  • A supportive and collaborative team environment
  • Good administrative and paraplanning support

How to Apply:

If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application.