Financial Planner

Resource Matters Ltd; Croydon; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a talented Financial Planner to join their expanding team. This role offers a generous salary package of up to £80k, along with uncapped quarterly bonuses and a full home office setup. You'll have the opportunity to work with high-net-worth clients, supported by a robust process and paraplanning assistance. With a commitment to excellence and a proven track record, you'll thrive in a dynamic environment that values your expertise and dedication. If you're ready to elevate your career in financial planning, this is the perfect opportunity for you.

Benefits

Pension Scheme

25 Days Holiday

Home Office Setup

Quarterly Bonuses

Annual Bonuses

Qualifications

• Proven track record of success in financial planning roles.
• Commitment to previous employers and client satisfaction.

Responsibilities

• Provide holistic financial planning advice to high-net-worth clients.
• Grow business with clients provided and support systems in place.

Skills

Financial Planning

Client Management

Wealth Management

Investment Strategies

Education

Diploma in Financial Planning

Job description

Job Description

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients

Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

To apply for the Financial Planner role, you must have:

- the legal right to work in the UK

- a demonstrable proven track record of consistent success within your current role

- full Diploma in financial planning

- Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543