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Financial Planner – York (hybrid)

Key Job Features

Job Type: Permanent
Reference: 828
Location: York
Other: + Bonus + Benefits


Our client, one of the UK's most distinguished financial firms, has exclusively instructed us to source a Senior Financial Planner in York. They offer an integrated wealth management offering and manages in excess of £10bn in client assets. It has an ambitious vision to become the UK’s most trusted provider of financial planning, investment management and corporate / EB solutions, bolstered by innovation, technology and investment in people.

Being at full capacity, they are looking for a high-calibre Financial Planner (Chartered or working towards) to join their team and provide comprehensive, holistic financial planning service to new and existing clients to meet their individual needs and circumstances.

You will also inherit existing clients from the adviser team, and be the primary point of contact for readily available, high quality mass affluent leads from an established introducer relationships and marketing campaigns.

The successful individual can benefit from quality administrative and technical paraplanning support.

If you’re interested in applying for this vacancy, and would like to find out more, please send your CV to and get in touch with Tim Terrell on 01761 252 538 or John Anderson 01761 252 537 for an initial conversation.

To £75,000 Basic + Bonus (£100,000 - £110,000 year 1, £110,000+ year 2) + Benefits

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