Job description

  • Location:
  • Employee Type:
  • Department:
    Wealth Advisory Team
  • Division:
    Wealth Advisory
  • Employment Type:
    Full time
  • Salary:

Financial Planning Director (4374)

We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.

Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.

Right now we're a team of over 1400 dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.

Role: Financial Planning Director

Location: Leeds

Team Description                 

Leeds Financial Planning.  Team of financial planners, paraplanners and other support staff

Description of role and key responsibilities

  • Provide financial planning advice in all key areas of expertise to new and existing clients of the firm.
  • Manage key IM relationships with FP and to promote Investec Discretionary Fund Management services.
  • Help build and develop strategic relationships both internally and externally, contributing to the growth of the business.
  • Engage with change as we transition to a Wealth Planner advice model

Core skills and knowledge

  • High level of technical knowledge required
  • Fully qualified with Chartered status preferred or we'd consider someone with progress to chartered status.
  • Ideally qualification & experience of Defined Benefit Pension Scheme transfers, although not essential.
  • May suit a Wealth Planner with strength in the area of advice
  • Can demonstrate alignment with the client centric ethos of the firm

Other attributes that would be helpful, but not essential for the role.

  • Needs to be able to manage time effectively.
  • Timely servicing of existing clients and meet deadlines.
  • Strong relationships required with peers and the ability to build relationships.
  • Empathetic approach to team members and a rapport within the wider FP and Investment Management business.
  • Ability to maintain own CPD and technical excellence whilst handling client duties.
  • Ability to promote FP in the most positive light.
  • Ability to engage in dialogue with investment managers and team leaders within Leeds office.
  • Calm, methodical and with a long term commercial view.
  • Able to work well within a team environment.
  • Able to quickly build trust and confidence in all business relationships


Close map
3 Wellington Place, Leeds, United Kingdom, LS1 4AP

Meet the recruiter

Louise Radcliffe

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Private Medical Cover
Virtual GP
Gym Discounts
Psychologist Service
Annual Leave
Life Assurance