Senior Financial Planner

Resource Matters Ltd; Braintree; On-site; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Bonuses

Career development

Paraplanning support

Job summary

Resource Matters Ltd is seeking a Senior Financial Planner in the United Kingdom to manage a substantial book of high-net-worth clients. The role offers a strong basic salary (£65k-£90k) plus bonuses and a comprehensive package, with a retiring advisor’s book and full paraplanning support in place.

We welcome experienced Financial Planners seeking progression and a client-centric approach, with the legal right to work in the UK and a proven track record.

Qualifications

• Legal right to work in the UK.
• Proven track record of consistent success in your current role.
• Evidence of a customer-centric approach.
• Full Diploma in financial planning.
• Evidence of commitment to previous employers.

Skills

Financial planning

Client relationship management

Education

Diploma in financial planning

Job description

Basic: £65k - £90k + Package + Bonuses - book of existing HNW clients provided, plus support

Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth.

Due to a retiring advsor the firm are looking to recruit a Senior Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantialbook of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place.

The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development.

To apply for the Senior 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
• -evidence of a customer centric approach
• - full Diploma in financial planning
• - Evidence of commitment to previous employers