Full job descriptionJob 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.