Chartered Financial Planner

Chartered Financial Planner

Leeds

The Opportunity

Work with UHNW clients (£5m+) in a fast-growing boutique wealth management firm, currently managing £7bn AUM.

Requirements

• Chartered status (or working towards)
• 5+ years’ experience in the financial planning industry
• Strong experience working with high-net-worth or ultra-high-net-worth clients

What’s on Offer

• Competitive salary package
• Opportunity to deliver more complex financial planning
• Join a growing firm with a presence across the UK
• Hybrid working structure

Who We Are

We are a specialist recruitment and search firm partnering with wealth management, asset management, family office and IFA businesses to identify and secure exceptional talent across the UK, Europe and the Middle East. Trusted for our discretion and deep industry networks, we align high-calibre candidates with organisations seeking diverse, ethical and high-performing teams for long-term success.

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