Senior Financial Planner - HNW Clients, Paraplanning

Resource Matters Ltd; Andover; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in the UK is seeking a qualified Financial Planner. This role offers an excellent salary of up to £80k plus uncapped quarterly bonuses and comprehensive support with paraplanning and client management. The ideal candidate will have a proven track record in financial planning and a full diploma in the subject. This opportunity allows you to work with established clients, ensuring a strong platform for growth in your career without the need for business development.

Benefits

Uncapped quarterly bonuses

Annual bonuses

Full home office set-up

Pension scheme

25 days holiday (excluding bank holidays)

Qualifications

• You must have the legal right to work in the UK.
• Demonstrable proven track record of success in your current role.
• Full Diploma in financial planning is essential.

Responsibilities

• Provide holistic financial planning advice to high-net-worth clients.
• Work with established clients without the need for business development.
• Utilize paraplanning support and research to deliver client solutions.

Skills

Proven track record of consistent success

Holistic financial planning

Client management

Education

Full Diploma in financial planning

Job description

A leading financial services firm in the UK is seeking a qualified Financial Planner. This role offers an excellent salary of up to £80k plus uncapped quarterly bonuses and comprehensive support with paraplanning and client management. The ideal candidate will have a proven track record in financial planning and a full diploma in the subject. This opportunity allows you to work with established clients, ensuring a strong platform for growth in your career without the need for business development.