Financial planner Work, Jobs in Shipley, Wyk (with Salaries)

Regional Wealth Planner
HSBC Global Services Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Travel
- Banking
2d
Paraplanner
Redmayne Bentley —Leeds
- £40,000 - £50,000 a year
- Full-time
- Financial services
- Communication skills
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
4d
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
IFA Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply
Team Leader Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule

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Trainee Finance and Debt Specialist
Citizens Advice —Darlington
We’ll give you all the training and support needed, having empathy, desire to help others, and motivation to develop into a trusted, skilled advisor.
£25,000 - £27,000 a year
2d
Trainee Financial Adviser
Douglas Steers & Company —Warrington
Previous experience in financial services administration, sales or education roles (essential). Excellent presentation and sales skills.
Up to £100,000 a year
Quick apply
5d

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Regional Wealth Planner

HSBC Global Services Limited -
Leeds

Apply Now

Job details

Full-time
2 days ago

Qualifications

Report writing
Microsoft Office
Banking
Tax experience

Full job description

We are looking for an experienced Regional Wealth Planner to join our Private Bank. You will partner closely with Relationship Managers across the Northern UK regions, delivering high-quality, needs-based financial planning advice—often face-to-face at clients’ homes or from our Private Bank offices in Leeds, Liverpool and Manchester (with occasional wider UK travel).

Key responsibilities

Partner with Relationship Managers to deliver holistic, regulated financial planning advice to HNW clients.
Conduct in-depth client reviews to identify objectives, constraints, and planning opportunities.
Design and communicate tailored, needs-based solutions across the UK financial planning landscape.
Produce clear, timely and compliant documentation of meetings, recommendations and follow-up actions.
Collaborate with paraplanners and wider specialists to implement advice effectively.
Maintain strong product/market awareness, contribute to planning strategy development, and keep CPD up to date.

Key requirements

Chartered Financial Planner (Level 6+) essential; Trust and Estate Practitioner (TEP) achieved or working towards preferred.
Strong experience advising High Net Worth Individuals within Private Banking/Wealth, with excellent UK product knowledge.
FCA-approved (CF30) and able to operate to the highest standards of conduct, compliance and client suitability.
Up-to-date knowledge of UK financial regulation and tax legislation, with confidence handling technical queries.
Excellent interpersonal, report-writing and stakeholder management skills; calm under pressure and client-focused.
Strong organisation and attention to detail; proficient in Microsoft Office (Voyant experience preferred) and comfortable with frequent regional travel and hybrid working expectations.

#LI-HSBC

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, socio-economic background or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please contact the Recruiter.

Apply Now

Refine Your Search

financial planner jobs in shipley, wyk

Regional Wealth Planner

Paraplanner

Experienced Financial Services Administrator

Financial Planning Client Administration Team Leader

Paraplanner

IFA Client Administrator

Team Leader Client Administration

Paraplanner

Holistic Financial Adviser

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