Financial Planner in York

Job description

Wealth Planner | York

£75,000 - £85,000 basic salary + annual bonus

Hybrid working

Newly created role

A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York.

This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.

This newly created role offers a unique opportunity to make a significant contribution to a well-established office.

About the Role

• As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
• Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
• Pension experience is essential.
• Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
• The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.

Key Responsibilities

• Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection
• Collaborate with Investment Managers to identify client needs and develop solutions
• Assist with client prospecting and retention activities
• Contribute to the growth and development of the office

Qualifications and Experience

• Ideally Chartered status or near qualification
• Proven experience providing financial planning advice, specialising in pensions
• Excellent client-facing skills
• Strong technical knowledge and analytical skills
• Proactive and self-motivated, able to work independently and as part of a team
• Existing professional networks in the region would be beneficial.

If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn’t center on business development or require an existing client following, this could be an ideal opportunity.

Extra information

Status

Open

Education Level

Secondary School

Location

York

Type of Contract

Part-time jobs

Published at

02-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English