Senior Financial Planner: £100M AUM, Paraplanning Support

Resource Matters Ltd; Chelmsford; On-site; GBP 76,500 - 93,500; Full time

Benefits offered by this job

Bonuses

Job summary

Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor. The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin support.

The successful candidate will complete a thorough handover and demonstrate a proven track record of success in their current role, plus full Diploma in financial planning and commitment to previous employers.

Qualifications

• Proven track record of consistent success in current role.
• Legal right to work in the UK.
• Diploma in financial planning required.
• Evidence of commitment to previous employers.

Responsibilities

• Take over a significant client book (£100m AUM) from a retiring advisor.
• See through a successful handover process with the retiring advisor.
• Provide or coordinate paraplanning and admin support as part of the Financial Planner role.

Skills

Track record

Right to work in UK

Education

Diploma in financial planning

Job description

Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor. The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin support.

The successful candidate will complete a thorough handover and demonstrate a proven track record of success in their current role, plus full Diploma in financial planning and commitment to previous employers.