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Financial Planner
Job Posted: 3 days ago
Salary: £ 50,000 - 75,000 / Annum
Job Type: Permanent
Location: Redcar, Redcar and Cleveland
Expire in: 25 days
Job 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 progressionBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planner job near me in Redcar, Redcar and Cleveland! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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