Back Posted: Jun 21 2025

Financial Planner

Redcar, North Yorkshire , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

Location: Redcar, North East Yorkshire
Job Type: Full-time, Permanent
Salary: up to £75,000

A well-established national independent wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Redcar. 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:

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Delivering holistic financial advice across pensions, investments, and protection

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Conducting annual client reviews and preparing cash flow modelling reports

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Working closely with Investment Managers, Paraplanners, and Client Liaison teams

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Growing your client bank through referrals and professional connections

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Maintaining CPD and staying up to date with industry developments

Requirements:

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Level 4 Diploma in Regulated Financial Planning (minimum)

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Previous experience advising private clients

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Broad knowledge of financial planning products and asset classes

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Strong communication and relationship management skills

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Ability to support clients across all wealth levels, including those new to financial advice

Benefits:

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Competitive salary with clear, performance-based bonus structure

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25 days holiday plus your birthday off

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Private healthcare (after 1 year’s service)

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Life assurance

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Cycle to work scheme

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Two paid volunteering days per year

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Enhanced maternity and paternity pay

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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

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-37958
Position Type: Permanent
Applicants: 0
Views: 2

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