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Senior Financial Planning Administrator

2 months ago

Leeds, Leeds, United Kingdom Capio Recruitment Full time £80,000 - £120,000
Job Title: Senior Financial Planning Administrator

Job Summary:

We are working with a leading financial services firm in the North West to find a Senior Financial Planner to join their team in Leeds and surrounding areas. The ideal candidate will have experience working with high net worth and ultra-high net worth private clients on complex advice cases, primarily focused on tax, estate, investment, and pensions planning.

Key Responsibilities:

  • Provide financial planning advice to HNW and UHNW private clients on tax, estate, investment, and pensions planning.
  • Work with CEOs, celebrities, and directors to provide ongoing advice and generate new business opportunities.
  • Network with connections to build relationships and identify new business opportunities.
  • Develop and maintain a strong understanding of the financial planning needs of high net worth individuals.

Requirements:

  • Experience working with HNW and UHNW private clients on complex advice cases.
  • Strong knowledge of tax, estate, investment, and pensions planning.
  • Excellent communication and networking skills.
  • Ability to work with high net worth individuals and build strong relationships.

About the Company:

Our client is a leading financial services firm in the North West, providing a range of financial planning and business services to individuals and businesses. They are looking for a Senior Financial Planner to join their team in Leeds and surrounding areas.