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Inherit HNW Client Book – Financial Planner
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-01-11
Listing for:
Capio Recruitment Financial Planning
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national wealth management firm is seeking an experienced Financial Planner for its Leeds office. The role offers the opportunity to inherit a well-established portfolio of high-net-worth clients and focus on relationship building. Candidates should possess a Level 4 Diploma in Financial Planning and demonstrate experience in holistic financial planning. The firm provides a strong support team and excellent potential for professional growth in a respected business environment.
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