Financial Planner

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

Job summary

A leading financial services firm in the UK is seeking a qualified Financial Planner. This role offers an annual salary of up to £80k, along with uncapped quarterly bonuses and comprehensive client support. Ideal candidates will have a proven track record in financial planning and the legal right to work in the UK. The company provides an excellent benefits package, including a pension scheme, home office setup, and 25 days of holiday, ensuring strong support for your success in this opportunity.

Benefits

Full home office set-up

Pension scheme

25 days holiday plus bank holidays

Uncapped quarterly bonuses

Annual bonuses

Qualifications

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

Responsibilities

• Provide tailored holistic financial advice to clients.
• Enhance your business with existing clients and established processes.
• Utilize research and paraplanning support provided by the company.

Skills

Proven track record of success

Financial planning expertise

Client relationship management

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...