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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:

Delivering holistic financial advice across pensions, investments, and protection

Conducting annual client reviews and preparing cash flow modelling reports

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

Growing your client bank through referrals and professional connections

Maintaining CPD and staying up to date with industry developments

Requirements:

Level 4 Diploma in Regulated Financial Planning (minimum)

Previous experience advising private clients

Broad knowledge of financial planning products and asset classes

Strong communication and relationship management skills

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

Benefits:

Competitive salary with clear, performance-based bonus structure

25 days holiday plus your birthday off

Private healthcare (after 1 year’s service)

Life assurance

Cycle to work scheme

Two paid volunteering days per year

Enhanced maternity and paternity pay

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