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