Job Description
Job Title: Financial Planner
Location: Harrogate
Salary: £60,000 - £75,000 + Bonus
An exciting opportunity has arisen for an experienced and entrepreneurial Financial Planner.
We’re working with a highly respected wealth management firm that’s re-shaping its Harrogate presence. With a newly streamlined office setup and a strong internal investment team, this is a unique chance for a self-starting adviser to build a business with autonomy and real potential for long-term growth.
The Required Skills:
• Diploma-qualified (Certified or Chartered status desirable)
• A background in financial planning, private wealth, or family office environments
• Skilled at developing professional connections and generating new business
• Confident working independently and comfortable in a small, self-driven team
• Ability to collaborate with an in-house Portfolio Manager to create holistic advice
• Strong understanding of investment management, estate planning, and HNW client needs
What’s on Offer:
• Performance related bonus
• Autonomy to grow and shape a regional client base
• Cross-referral opportunities and support from established investment and business development teams
• Flexible working arrangements
• Private Medical Insurance
This role is ideal for a Financial Planner looking for independence and the chance to build something meaningful within a respected private wealth environment.
To explore this opportunity further, please get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.
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