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Permanent

Financial Planner

Capio Recruitment Financial Planning
Leeds
money-bag £60000 Annual
Posted: 09 September 2026 (Today)
Closing date: 09 October 2026
Ref: 3171806366

Job Title: Financial Planner Location: Leeds Salary: £60,000-£85,000 Benefits: Company discretionary bonus scheme 24 days holiday (increasing to 26), plus 2 additional paid days over the Christmas shutdown Private healthcare (after qualifying period) Group income protection Life assurance Eye care scheme Wellbeing programme Cycle to work scheme Support towards role-relevant professional qualifications About the Company: Our client is an expanding, forward-thinking financial services firm with a strong reputation for professionalism, integrity and client service excellence. They offer a collaborative environment where standards are high, support is strong and career growth is genuinely encouraged. Role Summary: An opportunity has arisen for a Financial Planner to join our client''s team, managing and developing their own client relationships while delivering holistic, compliant financial advice. This role would suit someone with a friendly, approachable manner who combines strong technical knowledge with a personal, relationship-led approach to client service. Key Responsibilities: Building and maintaining long-term, trusted client relationships Conducting in-depth reviews of clients'' financial circumstances, objectives and risk profiles Designing and delivering tailored financial planning strategies across pensions, investments and protection Providing clear explanations of complex advice, costs and regulatory disclosures Ensuring all advice is compliant with FCA ..... full job details .....

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