Financial Planner

Resource Matters Ltd; Castleford; Remote; GBP 68,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a qualified Financial Planner to provide holistic advice to high net worth clients. This role offers an attractive salary of up to £80k plus uncapped bonuses, along with extensive support for client management. Ideal candidates will have a Diploma in financial planning and a proven track record in the industry. Full office setup provided and additional benefits include pension scheme and 25 days holiday.

Benefits

Uncapped quarterly bonuses

25 days holiday

Pension scheme

Full home office setup

Qualifications

• Legal right to work in the UK.
• Proven track record of success in current role.
• Full Diploma in financial planning.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Manage client relationships and support business growth.
• Utilize provided client leads and paraplanning support.

Skills

Financial planning expertise

Client relationship management

Wealth management

Business development

Education

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...