Chartered Financial Planner

Job description

Chartered Financial Planner

Leeds

£80,000 - £110,000 basic salary + annual bonus

An exceptional opportunity has arisen in Yorkshire for a Chartered Financial Planner to join a premier Investment Bank, primarily serving high-net-worth and ultra-high-net-worth clients.

Based in modern offices in central Leeds, the Financial Planner will collaborate closely with the Wealth Management team, offering year-round guidance and services to both new and long-standing clients.

In this role, you will have regular, direct interactions with clients, playing a vital and collaborative role alongside the Wealth Managers. You will frequently attend meetings with clients throughout Yorkshire.

Having worked with the team regularly in recent years, the collaborative working environment and the enjoyment of each others successes are a particular area of enjoyment for the office.

he role offers regular and direct communication with the CEO and Regional Partners, supported by strong administrative networks to ensure seamless and diligent client service.

This client-focused position has no new business targets. The ideal candidate will possess strong technical abilities and be able to communicate complex financial concepts clearly and transparently to clients, ensuring an understandable and high-quality service.

Extra information

Status

Open

Education Level

Secondary School

Location

Leeds

Type of Contract

Part-time jobs

Published at

23-12-2025

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