Financial Planner

Resource Matters Ltd; Dewsbury; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking a qualified Financial Planner to join their team in Dewsbury, UK. The role offers a competitive salary up to £80k with uncapped quarterly bonuses and full support to manage high-net-worth clients. Ideal candidates should have a full Diploma in financial planning and a proven track record of success. The company provides a comprehensive benefits package, including a home office set-up and 25 days of holiday.

Benefits

25 days holiday excluding bank holidays

Pension scheme

Full home office set-up

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 high-net-worth clients.
• Utilize the support of clients, processes, and systems provided.

Skills

Proven track record of success

Client relationship management

Financial planning expertise

Education

Full 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...