Financial Planner

Resource Matters Ltd; Chelmsford; On-site; GBP 76,500 - 93,500; Full time

Benefits offered by this job

Bonuses

Job summary

Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor. The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin support.

The successful candidate will complete a thorough handover and demonstrate a proven track record of success in their current role, plus full Diploma in financial planning and commitment to previous employers.

Qualifications

• Proven track record of consistent success in current role.
• Legal right to work in the UK.
• Diploma in financial planning required.
• Evidence of commitment to previous employers.

Responsibilities

• Take over a significant client book (£100m AUM) from a retiring advisor.
• See through a successful handover process with the retiring advisor.
• Provide or coordinate paraplanning and admin support as part of the Financial Planner role.

Skills

Track record

Right to work in UK

Education

Diploma in financial planning

Job description

Basic Up to £85k + Package + Paraplanning + Bonuses - Retiring Advisor Summer 2026 - £100m AUM

You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role.

The company offers an excellent package including an outstanding basic salary, uncapped bonuses, annual bonuses, 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

Please send your CV in confidence quoting Ref: 867543