Financial Planner

ZipRecruiter; Cardiff; On-site; GBP 70,000 - 80,000; Full time

Job summary

A leading financial firm in the UK seeks a qualified Financial Planner to provide holistic advice to high-net-worth clients. This role offers a competitive salary of up to £80k, uncapped bonuses, and comprehensive support without the need for business development.

Benefits

Pension Scheme

25 Days Holiday

Full Home Office Setup

Quarterly Bonuses

Annual Bonuses

Qualifications

• Proven track record of consistent success in current role.
• Evidence of commitment to previous employers.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Grow business with full support including clients and paraplanning.

Skills

Financial Planning

Client Management

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, is expanding its business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognized through prestigious awards and significant growth.

We are interested in hearing from top-performing qualified Financial Planners, Financial Advisors/IFAs/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 full support, including clients, processes, systems, research, and paraplanning support.

The company offers an excellent package, including a competitive basic salary, uncapped quarterly bonuses, annual bonuses, full home office setup, pension scheme, 25 days holiday (excluding bank holidays), and much more.

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

1. The legal right to work in the UK
2. A demonstrable proven track record of consistent success within your current role
3. Full Diploma in Financial Planning
4. Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543.