Financial Planner - High Earnings, Paraplanning

Resource Matters Ltd; Birmingham; On-site; GBP 79,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking a qualified Financial Planner to provide holistic advice to high-net-worth clients. Enjoy a generous salary package of up to £79k plus uncapped bonuses, with all clients provided. This role offers significant growth opportunities and full support in a reputable organization. Ideal candidates will have a proven track record in the financial sector and a full Diploma in financial planning.

Benefits

Pension scheme

25 days holiday (excluding bank holidays)

Annual bonuses

Full home office set-up

Qualifications

• The legal right to work in the UK.
• Demonstrable proven track record of consistent success.
• Evidence of commitment to professional development.

Responsibilities

• Provide holistic financial planning advice to HNW clients.
• Support clients with provided processes and paraplanning.

Skills

Proven track record of success

Financial planning expertise

Client relationship management

Education

Full Diploma in financial planning

Job description

A leading financial services firm in Birmingham is seeking a qualified Financial Planner to provide holistic advice to high-net-worth clients. Enjoy a generous salary package of up to £79k plus uncapped bonuses, with all clients provided. This role offers significant growth opportunities and full support in a reputable organization. Ideal candidates will have a proven track record in the financial sector and a full Diploma in financial planning.