Financial Planner

Resource Matters Ltd; Newport; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking an experienced Financial Planner to join their team. The role offers a competitive salary of up to £80k, uncapped quarterly bonuses, and a comprehensive benefits package including pension scheme and generous holiday allowance. Ideal candidates will have a successful track record in financial planning and a full Diploma in financial planning. This is a unique opportunity with all clients provided and no need for networking.

Benefits

Uncapped quarterly bonuses

Pension scheme

25 days holiday

Qualifications

• Legal right to work in the UK.
• Demonstrable proven track record of consistent success.
• Evidence of commitment to previous employers.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Grow business with support of clients and paraplanning.
• No business development or networking required.

Skills

Proven track record of success

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 employers