Senior Financial Planner

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

Benefits offered by this job

Book of HNW clients

Bonuses (uncapped)

Paraplanning support

Career development

Job summary

Resource Matters Ltd in the United Kingdom is seeking a Senior Financial Planner to join our growing team and manage a substantial book of high-net-worth clients.

The role offers a competitive basic salary between £65k and £90k, with bonuses and a comprehensive package. You will have access to paraplanning support, research and client-management processes to help you succeed.

Qualifications

• Evidence of a customer-centric approach.
• Demonstrable proven track record of success in current role.
• Full Diploma in financial planning.

Skills

Customer-centric

Track record

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