Financial Planner
other jobs Capio Recruitment Financial Planning
Added before 3 Days
- England,Yorkshire and The Humber,West Yorkshire,Leeds
- Full Time, Permanent
- £55,000 - £65,000 per annum
Job Description:
Job Title: Financial Planner
Location: Leeds Ideally - however can there is flexibility across wider UK
Salary: £55,000–£65,000 + Bonus
Benefits:
24 days holiday (increasing to 26) plus 2 additional paid days over Christmas; Company Pension Scheme; Private Healthcare*; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing Programme; Bike to Work Scheme; Full support with professional qualifications
About the Company:
This Chartered financial planning firm is entering a significant growth phase following recent investment from global investment company. With multiple established UK offices and plans to expand into new regions, the business combines long-standing credibility with ambitious growth plans. Its Chartered status reflects a commitment to technical excellence, client care, and professional development.
Role Summary:
This is an opportunity for a Financial Planner to join a well-backed, expanding firm with strong infrastructure and long-term vision. Based ideally within reach of the Leeds office, you’ll provide holistic advice to a quality client base, supported by experienced paraplanners and administrators. With investment driving expansion, there is genuine opportunity to progress and shape your role as the firm grows.
Requirements:
• CAS status (Competent Adviser Status) ideally
• Level 4 Diploma in Financial Planning (or equivalent)
• Experience delivering holistic, client-focused financial advice
• Ideally Chartered or working towards Chartered status
Location: Leeds Ideally - however can there is flexibility across wider UK
Salary: £55,000–£65,000 + Bonus
Benefits:
24 days holiday (increasing to 26) plus 2 additional paid days over Christmas; Company Pension Scheme; Private Healthcare*; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing Programme; Bike to Work Scheme; Full support with professional qualifications
About the Company:
This Chartered financial planning firm is entering a significant growth phase following recent investment from global investment company. With multiple established UK offices and plans to expand into new regions, the business combines long-standing credibility with ambitious growth plans. Its Chartered status reflects a commitment to technical excellence, client care, and professional development.
Role Summary:
This is an opportunity for a Financial Planner to join a well-backed, expanding firm with strong infrastructure and long-term vision. Based ideally within reach of the Leeds office, you’ll provide holistic advice to a quality client base, supported by experienced paraplanners and administrators. With investment driving expansion, there is genuine opportunity to progress and shape your role as the firm grows.
Requirements:
• CAS status (Competent Adviser Status) ideally
• Level 4 Diploma in Financial Planning (or equivalent)
• Experience delivering holistic, client-focused financial advice
• Ideally Chartered or working towards Chartered status
Job number 3460143
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