Senior Financial Planner - HNW Clients, Paraplanning

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

Job summary

A leading financial services firm is seeking a qualified Financial Planner to join their team in Dewsbury, UK. The role offers a competitive salary up to £80k with uncapped quarterly bonuses and full support to manage high-net-worth clients. Ideal candidates should have a full Diploma in financial planning and a proven track record of success. The company provides a comprehensive benefits package, including a home office set-up and 25 days of holiday.

Benefits

25 days holiday excluding bank holidays

Pension scheme

Full home office set-up

Annual bonuses

Qualifications

• Demonstrable proven track record of consistent success within your current role.
• Legal right to work in the UK.

Responsibilities

• Provide holistic financial planning advice to high-net-worth clients.
• Utilize the support of clients, processes, and systems provided.

Skills

Proven track record of success

Client relationship management

Financial planning expertise

Education

Full Diploma in financial planning

Job description

A leading financial services firm is seeking a qualified Financial Planner to join their team in Dewsbury, UK. The role offers a competitive salary up to £80k with uncapped quarterly bonuses and full support to manage high-net-worth clients. Ideal candidates should have a full Diploma in financial planning and a proven track record of success. The company provides a comprehensive benefits package, including a home office set-up and 25 days of holiday.