Financial Planner

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 requirements and internal standards Working closely with technical and support teams to deliver an efficient, high-quality client experience Maintaining accurate client records and appropriate documentation Identifying opportunities to grow the client base through referrals and professional connections Meeting agreed commercial and performance targets Requirements:
Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status, or working towards, desirable) Strong understanding of FCA regulatory requirements Experience delivering holistic financial advice Excellent communication and interpersonal skills Ability to simplify complex information for clients Commercial awareness with a proactive, growth mindset Strong organisational skills and attention to detail Professional, ethical and client-first approach If you're a Financial Planner looking to join an expanding, forward-thinking company with strong support and genuine long-term growth opportunities, we'd love to hear from you.