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Senior Financial Planner - Hybrid, Inherited Clients

Job in West Yorkshire, York, North Yorkshire, YO90, England, UK
Listing for: Recruit Wealth Limited
Full Time position
Listed on 2026-07-19
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 60000 - 100000 GBP Yearly GBP 60000.00 100000.00 YEAR
Job Description & How to Apply Below
Location: West Yorkshire

Recruit Wealth Limited, a leading UK financial planning firm, is seeking an experienced Financial Planner to join its West Yorkshire regional offices, one of over 70 nationwide. You will inherit an established client base and work within a holistic, independent advisory framework that prioritises long-term client outcomes.

Hybrid working is fully supported. You will deliver pensions, investments and protection advice, backed by comprehensive paraplanning and established regional and national

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Position Requirements
10+ Years work experience
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