HUDDERSFIELD
Chartered Financial Planner
Salary: £60,000 – £75,000
Location: Huddersfield / Leeds, West Yorkshire
We are looking for an experienced Chartered Financial Planner to join a well-established and highly respected financial planning firm in West Yorkshire. This is an excellent opportunity for a confident, client-focused professional to step into a role with an immediate impact and strong growth potential.
What you’ll be doing:
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Receive 5–7 client handovers each month, allowing you to focus on building relationships and delivering advice.
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Manage a portfolio of clients primarily consisting of business owners and corporate professionals, with average funds of approximately £300k.
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Work on new business opportunities while maintaining and growing existing client relationships.
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Contribute to specialist projects, including GPP, for clients with complex needs.
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Ensure compliance and high-quality service standards are maintained, with an £8,000 compliance bonus available.
What we’re looking for:
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Fully Chartered Financial Planner status.
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Solid experience managing a client portfolio, with a strong understanding of pensions, investments, and corporate clients.
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Excellent communication and relationship management skills.
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A proactive and reliable approach, capable of working independently while collaborating with a supportive team.
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Experience with GPP projects or similar complex financial planning cases is desirable.
Why join this firm:
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Competitive salary and performance-related bonuses.
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Well-established client base – no need to bring your own clients.
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Opportunity to work with high-net-worth business owners and corporate professionals.
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Engaging and supportive team environment with strong operational support.