Financial Planner

Resource Matters Ltd; Birmingham; On-site; GBP 79,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking a qualified Financial Planner to provide holistic advice to high-net-worth clients. Enjoy a generous salary package of up to £79k plus uncapped bonuses, with all clients provided. This role offers significant growth opportunities and full support in a reputable organization. Ideal candidates will have a proven track record in the financial sector and a full Diploma in financial planning.

Benefits

Pension scheme

25 days holiday (excluding bank holidays)

Annual bonuses

Full home office set-up

Qualifications

• The legal right to work in the UK.
• Demonstrable proven track record of consistent success.
• Evidence of commitment to professional development.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Support clients with provided processes and paraplanning.

Skills

Proven track record of success

Financial planning expertise

Client relationship management

Education

Full Diploma in financial planning

Job description

Basic salary up to £79k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients with you

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...