Financial Planner
Job Title: Financial PlannerLocation: Leeds (Hybrid)Salary: Up to £64,000 + 15% BonusBenefits:• Matched pension contribution up to 10%• Critical illness cover• Income protection• Death in service (4x salary)• 27 days holiday + bank holidays• Option to purchase additional annual leave• Flexible benefits including private medical and dental insuranceAbout the Company:A growing and well-established financial services organisation focused on making financial advice more accessible to a broad client base. The business operates within a collaborative and supportive environment, offering advisers the opportunity to develop long-term client relationships while contributing to ambitious growth plans.Role Summary:An opportunity for an experienced Financial Planner to join an employed advice team delivering regulated financial planning services to both new and existing clients. The role will involve generating new business, maintaining ongoing client relationships, and delivering high-quality wealth advice in line with regulatory and compliance standards.Key Responsibilities:• Provide regulated financial planning advice to new and existing clients• Conduct regular servicing and review meetings to maintain client relationships• Generate new business through referrals, networking, and marketing activity• Complete detailed fact-finding and suitability assessments• Deliver compliant recommendations aligned to client objectives• Prepare and submit suitability reports and applications ..... full job details .....
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