Location
HUDDERSFIELD
Salary £60000 - £75000 TypePermanent WorkplaceOn-Site Ref89132
Recruiter Managing This Role
Chartered Financial Planner
Salary: £60,000 £75,000
Location: Huddersfield / Leeds, West Yorkshire
We are looking for an experienced Chartered Financial Planner to join a well-established and highly respected financial planning firm in West Yorkshire. This is an excellent opportunity for a confident, client-focused professional to step into a role with an immediate impact and strong growth potential.
What youll be doing:
1. Receive 57 client handovers each month, allowing you to focus on building relationships and delivering advice.
2. Manage a portfolio of clients primarily consisting of business owners and corporate professionals, with average funds of approximately £300k.
3. Work on new business opportunities while maintaining and growing existing client relationships.
4. Contribute to specialist projects, including GPP, for clients with complex needs.
5. Ensure compliance and high-quality service standards are maintained, with an £8,000 compliance bonus available.
What were looking for:
6. Fully Chartered Financial Planner status.
7. Solid experience managing a client portfolio, with a strong understanding of pensions, investments, and corporate clients.
8. Excellent communication and relationship management skills.
9. A proactive and reliable approach, capable of working independently while collaborating with a supportive team.
10. Experience with GPP projects or similar complex financial planning cases is desirable.
Why join this firm:
11. Competitive salary and performance-related bonuses.
12. Well-established client base no need to bring your own clients.
13. Opportunity to work with high-net-worth business owners and corporate professionals.
14. Engaging and supportive team environment with strong operational support.