Senior Financial Planner

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

Benefits offered by this job

Bonuses

Career development

Job summary

Resource Matters Ltd in Ipswich is seeking a Senior Financial Planner to take on a substantial book of high-net-worth clients. You will deliver holistic financial planning with full support including research and paraplanning, while benefiting from a competitive basic salary and an uncapped bonus structure.

This is an excellent career opportunity to progress with a reputable firm recognised for growth and awards, backed by a comprehensive package and career development opportunities.

Qualifications

• Demonstrable track record of success in current role.
• Holistic financial planning capabilities.
• Strong client relationship skills.

Responsibilities

• Manage a substantial book of high-net-worth clients.
• Provide holistic financial planning and advice with paraplanning support.

Skills

Financial planning

Client management

HNW experience

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 advisor 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 substantial book 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
• full Diploma in financial planning
• Evidence of commitment to previous employers