Senior Wealth Planner
6 days ago
Company Overview
We are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This private equity backed business is expanding and acquiring further growth opportunities.
About Our Client
Our client provides a holistic service across financial planning, wealth management, investment management and professional services. With over 150+ clients/households available, this advisory role has an existing client base ready for growth.
The Opportunity
This employed only advisory role comes with excellent bonuses, traditionally paying high basic salaries. With a 6 figure+ potential income, this is an attractive opportunity for a seasoned financial planner.
Your Responsibilities
- Providing pension and investment advice to private clients
- Servicing the existing client bank in the West Yorkshire area
- Broadening the client base through new business development
Requirements
Ideal candidates will have good many years of financial planning experience (CAS, FCA registered etc) with a competent track record. Support for ongoing development, training, qualifications and company benefits are available.
What We Offer
An excellent package including home/office working flexibility, support for your diary, and dedicated area managers and national directors.
Location
The role is located out of our Leeds offices, servicing the wider West Yorkshire area.
Salary & Benefits
We estimate a salary range of £80,000-£120,000 per annum, depending on experience. Additional benefits include bonus structures and comprehensive support packages.
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