Location: Hessle, East Yorkshire Job Type: Full-time, Permanent Salary: up to £70,000 A well-established national wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Hessle. 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 Ability to support clients across all wealth levels, including those new to financial advice Benefits: Competitive salary with clear, performance-based bonus structure 25 days holiday plus your birthday off Private healthcare (after 1 year’s service) Life assurance Cycle to work scheme Two paid volunteering days per year Enhanced maternity and paternity pay Inclusive, values-driven company culture with strong focus on employee wellbeing This is an excellent opportunity to join a respected firm that invests in its people and offers long-term career progression