Financial Planner

Resource Matters Ltd; Coventry; Remote; GBP 65,000 - 79,000; Full time

Job summary

A leading financial services provider in the UK is looking for a qualified Financial Planner. This position offers a basic salary of up to £79k, with uncapped quarterly bonuses and comprehensive support including clients, processes, and paraplanning. Successful candidates will have the full Diploma in financial planning and a strong track record in their field. A fantastic opportunity for growth and high earnings awaits you.

Benefits

Pension scheme

25 days holiday (excluding bank holidays)

Full home office set-up

Quarterly bonuses

Annual bonuses

Qualifications

• Demonstrable proven track record of consistent success within your current role.
• Legal right to work in the UK.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Grow your business with full support of provided clients.
• Utilize research and paraplanning support in the process.

Skills

Proven track record of success

Expertise in financial planning

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...