Financial Planner

Resource Matters Ltd; Ormskirk; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is searching for a qualified Financial Planner to support a portfolio of clients without the need for business development or networking. The successful candidate will benefit from a competitive salary of up to £80k, uncapped bonuses, a full home office setup, and various perks including a pension scheme and 25 days of holiday. This is an exceptional opportunity to thrive within an established client base and supportive environment.

Benefits

Full home office set-up

Pension scheme

25 days holiday (excluding bank holidays)

Uncapped quarterly bonuses

Annual bonuses

Qualifications

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

Responsibilities

• Progress careers as top-performing qualified Financial Planner.
• Deal with qualified clients with full support.
• Grow the business with processes, systems, and paraplanning support.

Job description

Overview

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 their 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 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 offers 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.

Qualifications

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