Financial Planner

  • Location


  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £50000 - £70000 per annum + plus Bonus plus Benefits

  • Contact:

    David Everingham

  • Contact email:

  • Job ref:


  • Published:

    19 days ago

  • Expiry date:


  • Consultant:

    David Everingham

Financial Planner - Leeds - FP division of an International Accountancy Practice - Salary to £70K plus Bonus and Benefits

MBF are working on an exciting opportunity for an experienced Financial Planner to join the Financial Planning division of an International Accountancy Practice. This is a new vacancy in Leeds, working alongside your accountancy colleagues to deliver Financial Planning Services to their clients. The company have big plans for growth in the Financial Planning space and therefore there is huge potential within this role.

The role:

  • As a new position in the region, this is a fantastic opportunity to become an integral part of the business and help grow the Financial Planning division
  • You will be working with new and existing clients; working with the Accountants to spot opportunities for new business and providing annual reviews
  • You will work with clients to help them grow, protect and release their wealth as their lives develop and change
  • Financial planning services include: Wealth management, Investments, Pensions, Personal protection, IHT mitigation, Retirement planning


  • Candidates must be experienced Financial Planners with a good knowledge of Pensions and Investments
  • Minimum level 4 Diploma Qualified, those who have studied further qualifications will be at an advantage
  • Previous success working alongside accountants or other professional introducers, either internally or externally
  • Proven history of meeting targets and developing new business

On offer:

  • Competitive basic salary of up to £70,000 plus bonus and benefits
  • Yr 1 target set at 2X Validation, 20% bonus thereafter (Yr 2 is 3X Validation, 4X thereafter)
  • HNW Clients, leads and access to all accountancy clients. You will be the first Financial Planner in the region and therefore you will have the pick of the clients at this stage
  • Potential for career progression. A chance to make a name for yourself at an International Accountancy Practice who employ thousands of staff across Europe