Social network you want to login/join with:
Chartered Financial Planner, middlesbrough
col-narrow-left
Client:
IDEX Consulting Ltd
Location:
middlesbrough, United Kingdom
Job Category:
Other
-
EU work permit required:
Yes
col-narrow-right
Job Views:
2
Posted:
22.08.2025
Expiry Date:
06.10.2025
col-wide
Job Description:
Chartered Wealth Planner | York
£85,000 basic salary DOE + annual bonus
Newly created role
A leading wealth management firm with a strong reputation for client service and a supportive, collaborative culture is seeking a talented Wealth Planner for their growing team in York.
This is a pivotal hire for the business, as the successful candidate will be the first Wealth Planner to join the firm in the regions, while maintaining close collaboration with the established London-based team.
This newly created role offers a unique opportunity to make a significant contribution to a well-established office.
About the Role
* As a Wealth Planner, you will work closely with Investment Managers, providing comprehensive financial planning advice to high-net-worth clients.
* Your primary focus will be on delivering initial advice and assisting with client prospecting and retention, rather than managing an existing book of clients.
* Pension experience is essential.
* Excellent client-facing skills, technical proficiency, and a proactive approach are crucial.
* The successful candidate will be a team player, comfortable working with both local and other office-based colleagues.
Key Responsibilities
* Provide initial financial planning advice to clients, focusing primarily on pensions, estate planning, investment structuring, and protection
* Collaborate with Investment Managers to identify client needs and develop solutions
* Assist with client prospecting and retention activities
* Contribute to the growth and development of the office
Qualifications and Experience
* Chartered status preferred. Individuals working towards can be considered
* Proven experience providing financial planning advice, specialising in pensions
* Strong technical knowledge and analytical skills
* Proactive and self-motivated, able to work independently and as part of a team
* Existing professional networks in the region would be beneficial.
If you have achieved Chartered status, or actively working towards, and seeking a new role that doesn’t center on business development or require an existing client following, this could be an ideal opportunity.
#J-18808-Ljbffr