Location: Redcar, North East Yorkshire Job Type: Full-time, Permanent Salary: up to £75,000 A well-established national independent wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Redcar. This is a great opportunity to work with a supportive group of professionals, delivering high-quality financial planning to private clients. You’ll be responsible for managing client relationships, providing tailored advice, and helping individuals make informed financial decisions. With access to cutting-edge tools and strong internal support, you’ll be well-positioned to grow your client base and make a real impact. Key Responsibilities: * Delivering holistic financial advice across pensions, investments, and protection * Conducting annual client reviews and preparing cash flow modelling reports * Working closely with Investment Managers, Paraplanners, and Client Liaison teams * Growing your client bank through referrals and professional connections * Maintaining CPD and staying up to date with industry developments Requirements: * Level 4 Diploma in Regulated Financial Planning (minimum) * Previous experience advising private clients * Broad knowledge of financial planning products and asset classes * Strong communication and relationship management skills * ...