Financial Planner

Overview

In this role you help private clients achieve long-term financial objectives through comprehensive planning. You will collaborate with the Head of Financial Planning and Investment Managers to deliver tailored advice across retirement, tax, and estate considerations, shaping a cohesive client proposition. You’ll build trusted client and intermediary relationships while acting as a technical resource for the team, ensuring high-quality planning and regulatory alignment. This established wealth management environment offers development and cross-functional exposure in Leeds.

Responsibilities

• Provide comprehensive financial planning advice across retirement, tax and estate planning areas
• Understand each client’s circumstances and objectives to tailor recommendations
• Construct and deliver tailored financial planning recommendations
• Build trusted relationships with clients, intermediaries and internal stakeholders
• Act as a technical advisor and support the wider business with knowledge
• Collaborate with Investment Managers to deliver a joined-up client proposition
• Respond to client and technical queries via phone, email, and meetings
• Support ad-hoc client requirements and team activity
• Contribute to a positive team environment and develop colleagues
• Identify and escalate risks that could affect clients or the firm’s reputation
• Ensure all advice and activity complies with regulatory requirements including Consumer Duty

Key requirements

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Good knowledge of financial services, FCA requirements and a broad range of financial products
• Experience in a financial planning or wealth management environment
• Strong technical and analytical skills to assess complex financial information
• Excellent attention to detail and high accuracy
• Strong communication and relationship management skills
• Good working knowledge of Microsoft Office
• Ability to manage workload, work independently and use initiative
• Commitment to delivering excellent client service and maintaining high professional standards

• Strong communication
• Relationship management
• Attention to detail
• Level 4 Diploma in Regulated Financial Planning
• FCA regulatory knowledge
• Financial planning proficiency

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