Financial planner Work, Jobs in Skipton, Nyk (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
Paraplanner
PM+M —Blackburn
- Overtime
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Sick pay
Quick apply
11d
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Planning Client Administration Team Leader
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Leadership
Quick apply
5d
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
Holistic Financial Adviser
Partnership Recruitment —Farnley and Wortley
- Hybrid work
- Work from home
- Flexible schedule

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Paraplanner
YorWealth —York
Level 4 Diploma qualified (minimum). You’ll work closely with our Advisers to help deliver high-quality financial planning and outstanding client outcomes.
£38,000 - £45,000 a year
Quick apply
4d
Financial Services Paraplanner
The Ethical Investment Co-Operative Ltd —Richmond
Opportunity for occasional working from home. We are recruiting a full time Diploma qualified or experienced Paraplanner to work from our office based just…
£32,000 - £38,000 a year
Quick apply
3d

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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

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financial planner jobs in skipton, nyk

Regional Wealth Planner

Paraplanner

Experienced Financial Services Administrator

Paraplanner

Paraplanner

Financial Planning Client Administration Team Leader

IFA Client Administrator

Team Leader Client Administration

Holistic Financial Adviser

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