Financial Planner

Resource Matters Ltd; Worcester; On-site; GBP 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a qualified Financial Planner to join their expanding team. This role offers the unique advantage of working with qualified clients without the pressure of business development or networking. With a competitive salary and an excellent package, including quarterly bonuses and comprehensive support, this position is perfect for those looking to advance their careers in financial planning. Join a firm recognized for its growth and commitment to providing tailored financial advice to employees of prestigious companies.

Benefits

Home office setup

Pension scheme

25 days holiday

Quarterly bonuses

Annual bonuses

Qualifications

• Proven track record of success in financial advising.
• Demonstrated commitment to previous employers.

Responsibilities

• Provide tailored financial advice to clients.
• Support clients with comprehensive financial planning.

Skills

Financial Planning

Client 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, 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 deal 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 demonstrable proven track record of consistent success within 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.