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Location: Redcar, North East Yorkshire Job Type: Full-time, Permanent Salary: up to £75,000 A well-established national independent wealth management firm is seeking a Level 4 qualified Wealth Planner to join their growing team in Redcar. This is a great opportunity to work with a supportive group of professionals, delivering high-quality financial planning to private clients. You’ll be responsible for managing client relationships, providing tailored advice, and helping individuals make informed financial decisions. With access to cutting-edge tools and strong internal support, you’ll be well-positioned to grow your client base and make a real impact. Key Responsibilities: * Delivering holistic financial advice across pensions, investments, and protection * Conducting annual client reviews and preparing cash flow modelling reports * Working closely with Investment Managers, Paraplanners, and Client Liaison teams * Growing your client bank through referrals and professional connections * Maintaining CPD and staying up to date with industry developments Requirements: * Level 4 Diploma in Regulated Financial Planning (minimum) * Previous experience advising private clients * Broad knowledge of financial planning products and asset classes * Strong communication and relationship management skills * Ability to support clients across all wealth levels, including those new to financial advice Benefits: * Competitive salary with clear, performance-based bonus structure * 25 days holiday plus your birthday off * Private healthcare (after 1 year’s service) * Life assurance * Cycle to work scheme * Two paid volunteering days per year * Enhanced maternity and paternity pay * Inclusive, values-driven company culture with strong focus on employee wellbeing This is an excellent opportunity to join a respected firm that invests in its people and offers long-term career progression