Financial Planner

Resource Matters Ltd; Stoke-on-Trent; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a top-performing Financial Planner to join their expanding team. This role offers a competitive salary of up to £80k, along with a comprehensive package that includes uncapped quarterly bonuses and a full home office setup. You will work with qualified clients, supported by a robust process and paraplanning assistance, allowing you to focus on delivering exceptional financial advice. This is a unique opportunity to grow your career with a well-respected firm that values its employees and provides a supportive environment for success.

Benefits

Pension Scheme

25 Days Holiday

Home Office Setup

Quarterly Bonuses

Annual Bonuses

Qualifications

• Proven track record of success in financial advisory roles.
• Commitment to previous employers and professional development.

Responsibilities

• Provide tailored holistic financial advice to clients.
• Manage client relationships and ensure satisfaction.

Skills

Financial Planning

Client Relationship Management

Wealth Management

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 are 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 know 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 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

Please send your CV in confidence quoting Ref: 867543