Financial Planner

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

Job summary

A leading financial services firm in the UK is looking for a qualified Financial Planner. The role offers a basic salary of up to £80k, uncapped quarterly bonuses, and full support in managing qualified clients. Applicants should have a proven track record in financial planning and a full Diploma in financial planning. This opportunity is perfect for those ready to progress their careers without the need for business development or networking.

Benefits

Pension scheme

25 days holiday excluding bank holidays

Full home office set-up

Uncapped quarterly bonuses

Annual bonuses

Qualifications

• Must have the legal right to work in the UK.
• Demonstrable proven track record of success in current role.
• Full Diploma in financial planning required.
• Evidence of commitment to previous employers.

Responsibilities

• Provide financial planning advice to high net worth clients.
• Grow business with full support of clients provided.
• Utilize process and systems, research and paraplanning support.

Skills

Proven track record of success

Client management

Financial planning expertise

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 employers