Login to Apply

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:

*

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