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:
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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.