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.