Financial Planner

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

Job summary

A leading financial firm in the UK is seeking an experienced Financial Planner to provide holistic financial planning for high-net-worth clients. This role offers a competitive salary of up to £80k plus annual and quarterly bonuses with all clients provided, ensuring no need for business development. This is a unique opportunity to grow within a supportive environment with extensive resources available.

Benefits

Uncapped quarterly bonuses

Annual bonuses

Pension scheme

25 days holiday

Qualifications

• Demonstrable experience as a qualified Financial Planner or similar role.
• Strong commitment to previous employers.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Manage clients provided by the company with full support.

Skills

Proven track record of success

Financial planning expertise

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 employers