Financial Planner

Resource Matters Ltd; Andover; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a qualified Financial Planner. This role offers an excellent salary of up to £80k plus uncapped quarterly bonuses and comprehensive support with paraplanning and client management. The ideal candidate will have a proven track record in financial planning and a full diploma in the subject. This opportunity allows you to work with established clients, ensuring a strong platform for growth in your career without the need for business development.

Benefits

Uncapped quarterly bonuses

Annual bonuses

Full home office set-up

Pension scheme

25 days holiday (excluding bank holidays)

Qualifications

• You must have the legal right to work in the UK.
• Demonstrable proven track record of success in your current role.
• Full Diploma in financial planning is essential.

Responsibilities

• Provide holistic financial planning advice to high-net-worth clients.
• Work with established clients without the need for business development.
• Utilize paraplanning support and research to deliver client solutions.

Skills

Proven track record of consistent success

Holistic financial planning

Client management

Education

Full Diploma in financial planning

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 emp...