At a Glance
- Tasks: Build trusted relationships and deliver tailored financial planning advice to private clients.
- Company: Respected wealth management business in Leeds with a collaborative culture.
- Benefits: Competitive salary, bonus structure, hybrid working, and generous holiday allowance.
- Other info: Outstanding career progression opportunities and full client bank provided.
- Why this job: Join a supportive team and make a real impact on clients' financial futures.
- Qualifications: Experience in financial planning and strong client relationship skills required.
The predicted salary is between 55000 - 70000 € per year.
This is an excellent opportunity for a Financial Planner or experienced Paraplanner to join a highly respected wealth management business in Leeds, supporting a broad range of private clients whilst delivering holistic financial planning advice and ongoing relationship management.
You will be responsible for building and developing trusted relationships with an existing client base, ensuring clients receive tailored financial planning advice aligned to their objectives and circumstances. This is a desk-based advice role, offering the opportunity to focus on delivering high-quality advice and service without the pressure of business development targets. Clients will be provided to you from day one, with additional clients introduced each year to help you continue growing and developing within the business.
The company also offers an outstanding development and career progression programme, with the opportunity to progress into face-to-face HNW advisory work in the future, should this align with your long-term career aspirations. The business offers a collaborative environment with strong internal support and the opportunity to work closely with Investment Management and Professional Services colleagues. You will also benefit from hybrid working, excellent long-term career potential, and a strong overall benefits package.
The role:
- Build and develop trusted relationships with existing private clients
- Deliver holistic financial planning and wealth management advice tailored to individual client needs
- Manage and maintain ongoing client relationships through high-quality service and regular reviews
- Lead professional client meetings, ensuring all advice is technically accurate, compliant, and suitable
- Support clients with areas such as retirement planning, inheritance planning, investments, and tax efficiency
- Conduct annual client reviews aligned to changing client objectives and risk profiles
- Work collaboratively with Investment Management and Professional Services teams to support client relationships
- Maintain accurate client records and ensure all documentation is up to date and compliant
- Operate within regulatory and risk management frameworks whilst maintaining excellent client outcomes
- Continue developing technical knowledge and professional capability through ongoing CPD
- Work within a desk-based advice environment with full support and no expectation to self-generate business
What we’re looking for:
- A passionate Financial Planner with proven experience managing private client relationships
- Strong understanding of holistic financial planning solutions and advice processes
- Ability to analyse client information and provide suitable recommendations
- Excellent communication and interpersonal skills with a strong client service ethic
- Ability to work effectively under pressure and manage priorities independently
- Experience operating within a regulated financial services environment
- Level 4 Diploma qualified as a minimum, with aspirations towards Chartered status advantageous
- Maintains an up-to-date Statement of Professional Standing (SPS)
- Someone motivated by long-term development and progression within a high-quality advice business
What’s on offer:
- OTE earning of £55,000 – £70,000
- Competitive bonus structure
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday allowance with option to purchase additional holiday
- Shared parental leave
- Hybrid working model
- Full client bank provided, with additional clients added each year
- Outstanding development and career progression programme
- Opportunity to progress into face-to-face HNW advisory work over time
- Supportive and collaborative working environment
This is a fantastic opportunity for a Financial Planner seeking a role within a highly professional and client-focused environment, offering strong support, career progression, flexibility, and the opportunity to develop towards higher-net-worth advisory work within an established and respected business.
If this sounds like the right next step, please apply with a copy of your CV or get in touch directly for a confidential discussion.
Financial Planner in Leeds employer: Nigel James Associates Ltd
Join a highly respected wealth management business in Leeds as a Financial Planner, where you will enjoy a collaborative work culture and strong internal support. With a focus on delivering high-quality advice without the pressure of business development targets, you will have access to a full client bank from day one and outstanding career progression opportunities, including the potential to move into face-to-face advisory roles. The company offers a competitive benefits package, hybrid working options, and a commitment to your professional development, making it an excellent employer for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner in Leeds
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company thoroughly and understand their values and client base. Be ready to discuss how your experience aligns with their needs, especially in delivering tailored financial advice. Practise common interview questions and think of examples that showcase your skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the position. It keeps you on their radar and shows you’re genuinely interested.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for passionate Financial Planners like you. Plus, applying directly gives you a better chance of being noticed by our hiring team. So, get your CV polished and hit that apply button!
We think you need these skills to ace Financial Planner in Leeds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planner role. Highlight your experience in managing private client relationships and delivering holistic financial planning advice.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're passionate about financial planning and how you can contribute to our team. Share specific examples of how you've built trusted relationships with clients in the past.
Showcase Your Qualifications:Don’t forget to mention your Level 4 Diploma and any aspirations towards Chartered status. This shows us you're serious about your professional development and committed to providing high-quality advice.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Nigel James Associates Ltd
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of holistic financial planning solutions. Be ready to discuss specific strategies for retirement planning, inheritance planning, and tax efficiency. This will show that you’re not just familiar with the basics but can provide tailored advice to clients.
✨Build Rapport
Since this role is all about building trusted relationships, practice your interpersonal skills. Think of examples from your past where you successfully managed client relationships. Being personable and relatable can really set you apart in the interview.
✨Prepare for Technical Questions
Expect questions that test your understanding of compliance and regulatory frameworks. Brush up on the latest regulations in the financial services sector and be prepared to explain how you ensure your advice is compliant and suitable for clients.
✨Show Your Long-Term Vision
The company values long-term development, so be ready to discuss your career aspirations. Talk about how you see yourself progressing within the business and your interest in potentially moving into face-to-face advisory work in the future.
