Financial Planner

Resource Matters Ltd; Manchester; Remote; GBP 80,000 - 92,000; Full time

Job summary

An established industry player is seeking a talented Financial Planner to join their team. This role offers an exceptional opportunity to work with qualified clients without the need for business development. With a competitive salary and uncapped bonuses, you will be supported by a comprehensive system that includes paraplanning and research. The company is known for its innovative approach to financial services and provides an excellent package including a full home office setup and generous holiday allowance. If you're a top performer looking to advance your career in a supportive environment, this position is perfect for you.

Benefits

Home Office Setup

Pension Scheme

25 Days Holiday

Quarterly Bonuses

Annual Bonuses

Qualifications

• Proven track record of success in financial planning roles.
• Commitment to previous employers and clients.

Responsibilities

• Provide tailored financial advice to clients of FTSE 100 & 250 companies.
• Grow business with full support including clients and paraplanning.

Skills

Financial Planning

Client Management

Wealth Management

Regulatory Compliance

Education

Diploma in Financial Planning

Job description

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, is expanding its unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well-known institutions. Their success has been recognized through prestigious awards and significant growth.

We are interested in hearing from top-performing qualified Financial Planners, Financial Advisors/IFAs/Wealth Managers who are looking to progress their careers and work with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with full support, including clients, processes, systems, research, and paraplanning support.

The company offers an excellent package, including a competitive basic salary, uncapped quarterly bonuses, annual bonuses, full home office setup, pension scheme, 25 days holiday (excluding bank holidays), and much more.

To apply for the Financial Planner role, you must have:

1. The legal right to work in the UK
2. A proven track record of consistent success in your current role
3. Full Diploma in Financial Planning
4. Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543