Financial Planner – Client-Provided Books, Paraplanning

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

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.