Financial Planner

Financial Planner

Location:

Leeds

Remuneration:
Competitive basic salary, strong bonus potential, and brilliant benefits package.

A leading national wealth management firm is seeking an experienced Financial Planner to join their Leeds office. This is a rare succession opportunity, offering the chance to take over a well-established portfolio of high-net-worth clients.

The firm is known for its strong reputation in holistic financial planning and investment management, with a long history of advising private clients, business owners, and families. The incoming planner will step into a fully supported environment, benefiting from a robust paraplanning, administrative, and investment management infrastructure.

• Inherit a fully established book of high-net-worth clients from a retiring planner, with ongoing introductions through internal referrals.
• Join a respected national business with a strong regional presence and reputation for exceptional client service.
• Collaborate closely with a dedicated support team, allowing you to focus on deepening client relationships and long-term planning.
• Excellent scope for progression within a business that actively supports professional development and Chartered status.

• Level 4 Diploma qu...