Job Title: Financial PlannerLocation: LeedsSalary: £55,000 - £85,000Benefits: Discretionary bonus based on AUM retained and AUM generated, flexible working, progression opportunitiesAbout the Company:This opportunity is with an independent, Chartered financial planning firm that has recently received significant investment and is entering a strong phase of growth. The business has built a reputation for delivering high-quality, client-focused advice to high-net-worth and ultra-high-net-worth individuals. With a strong emphasis on professional standards and long-term client relationships, the firm provides a collaborative environment where advisers can focus on delivering holistic planning and building lasting client partnerships.Role Summary:This role offers the opportunity to advise high-net-worth and ultra-high-net-worth clients while benefiting from qualified leads and an established client base. The position focuses on delivering holistic financial planning while growing and retaining assets under management. With strong internal support and increasing client demand, advisers are able to focus on providing high-quality advice and developing their portfolio in a firm that values long-term career development.Key Responsibilities:Deliver holistic financial planning advice to high-net-worth and ultra-high-net-worth clients, building long-term trusted relationshipsManage and grow assets under management, increasing earning potential through retained and generated AUMWork with ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!