Job Title: Financial Planner
Location: Leeds (Hybrid)
Salary: Up to £64,000 + 15% Bonus
Benefits:
• 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 insurance


About 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 accurately and efficiently
• Build and maintain strong relationships with internal stakeholders and referral partners
• Ensure all activity complies with FCA regulations and internal frameworks


Requirements:
• Level 4 Diploma in Financial Services essential
• Proven experience advising on wealth management products
• Strong understanding of regulated financial advice processes
• Ability to generate and develop new client relationships
• Excellent communication and relationship-building skills
• Organised and able to manage competing priorities effectively
• Comfortable working in a target-driven environment
• Professional, ethical, and client-focused approach


If you’re an experienced Financial Planner looking to join a growing and supportive environment with strong earning potential and long-term career development opportunities, we’d like to hear from you.