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Senior Financial Planner — Inherit HNW Book, Chartered
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2025-12-30
Listing for:
Capio Recruitment
Full Time
position Listed on 2025-12-30
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
This role offers a unique opportunity to inherit a well-established portfolio of high-net-worth clients while enjoying a supportive environment for holistic financial planning. Candidates are expected to have a Level 4 Diploma and a strong background in client relationship management. The firm champions professional development and offers a stable, reputable workplace conducive to long-term success.
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Position Requirements
10+ Years
work experience
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