Senior Financial Planner - Client-Provided Leads, Paraplanning & Bonuses

Resource Matters Ltd; England; On-site; GBP 68,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is looking for a qualified Financial Planner. The role offers a basic salary of up to £80k, uncapped quarterly bonuses, and full support in managing qualified clients. Applicants should have a proven track record in financial planning and a full Diploma in financial planning. This opportunity is perfect for those ready to progress their careers without the need for business development or networking.

Benefits

Pension scheme

25 days holiday excluding bank holidays

Full home office set-up

Uncapped quarterly bonuses

Annual bonuses

Qualifications

• Must have the legal right to work in the UK.
• Demonstrable proven track record of success in current role.
• Full Diploma in financial planning required.
• Evidence of commitment to previous employers.

Responsibilities

• Provide financial planning advice to high net worth clients.
• Grow business with full support of clients provided.
• Utilize process and systems, research and paraplanning support.

Skills

Proven track record of success

Client management

Financial planning expertise

Education

Diploma in financial planning

Job description

A leading financial services firm in the UK is looking for a qualified Financial Planner. The role offers a basic salary of up to £80k, uncapped quarterly bonuses, and full support in managing qualified clients. Applicants should have a proven track record in financial planning and a full Diploma in financial planning. This opportunity is perfect for those ready to progress their careers without the need for business development or networking.