Financial Planner – Client-Provided Books, Paraplanning

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

Job summary

A leading financial advisory firm in the UK is seeking a qualified Financial Planner. This role offers a salary of up to £80k, along with uncapped quarterly bonuses. The company provides all clients, processes, research, and paraplanning support, allowing you to focus on delivering tailored financial advice. Candidates must have a proven track record and the legal right to work in the UK. The package includes an excellent salary, bonuses, and benefits like a pension scheme and 25 days holiday.

Benefits

Uncapped quarterly bonuses

Annual bonuses

Full home office set-up

Pension scheme

25 days holiday

Qualifications

• Must have the legal right to work in the UK.
• Financial qualifications as a Financial Planner or IFA.
• Experience in dealing with clients directly.

Responsibilities

• Provide tailored holistic financial advice to clients.
• Support is available for processes and client management.
• Assist clients from FTSE 100 & 250 companies.

Skills

Proven track record of consistent success

Financial planning expertise

Ability to work with qualified clients

Job description

A leading financial advisory firm in the UK is seeking a qualified Financial Planner. This role offers a salary of up to £80k, along with uncapped quarterly bonuses. The company provides all clients, processes, research, and paraplanning support, allowing you to focus on delivering tailored financial advice. Candidates must have a proven track record and the legal right to work in the UK. The package includes an excellent salary, bonuses, and benefits like a pension scheme and 25 days holiday.