Chartered Financial Planner

Base pay range

£80,000 - £110,000 basic salary + annual bonus

Driving revenue and growth for Private Banks, Wealth Management, and Financial Advisory businesses through talent and M&A.
Position:
Chartered Financial Planner •
Leeds

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and ultra-high-net-worth clients. Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing clients.

In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout Yorkshire. The collaborative working environment and the enjoyment of each others successes are a particular area of enjoyment for the office. The role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.

This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.

• Collaborate with Wealth Management to serve high-net-worth clients
• Interact directly with clients and attend meetings across Yorkshire
• Provide year-round guidance and services to new and long-standing clients
• Communicate complex financial concepts clearly and transparently
• Maintain high-quality, client-focused service with strong administrative support

• Chartered Financial Planner designation
• Strong technical abilities in financial planning
• Excellent communication skills for explaining complex financial concepts
• Experience serving high-net-worth and ultra-high-net-worth clients (preferred)

• Mid-Senior level

• Full-time

• Other

Leeds, England, United Kingdom

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