Financial Planner

  • Location

    Leeds

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £45000 - £50000 per annum + plus Benefits, Bonus, negotiable

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3020_1624530637

  • Published:

    about 1 month ago

  • Expiry date:

    2021-07-24

  • Consultant:

    ConsultantDrop

Financial Planner - Leeds - FP Arm of Global Accountancy Practice - Salary up to £50,000 plus Bonus and Benefits

We are currently working on an exceptional opportunity for a Financial Planner to join one of the top 10 Financial Planning businesses in the UK. This company is the Financial Planning arm of a global Accountany Practice and are recognised as one of the top companies to work for in the financial planning sector. They provide true financial planning and wealth management services to a varied, interesting and ever evolving client base.

Their current requirement is for a qualified Financial Planner to join them in Leeds. You will be working with Senior members of the team to develop and grow your own client base; utilising connections within the Accountancy Practice and leads created by their marketing team as well as advising some existing clients.

What is truly special about joining an organisation like this is the opportunity for progression. Not only will you have the opportunity to work with UHNW clients, but motivated and ambitious candidates will have every opportunity to progress within the company's pay grades, become involved with other areas of the business and work towards becoming an equity Partner.

We are looking for a candidate who fits well with the ethos of the business as well as being able to bring the experience and knowledge that is required. As mentioned previously, the company provide true financial planning solutions and use cashflow planning to it's full extent and so we are looking for candidates who want to do things this way. Candidates must also value education and as such should be Chartered or very close to achieving this. You must also have at least 1 year's experience of providing Financial Advice to private clients.

Salary for this role is negotiable depending on experience and qualifications, but in the region of £45,000-£50,000. The company also pay a discretionary annual bonus and have a substantial benefits package including; Pension, Protection, DIS and a variety of flexible benefit options