Wealth Planner

Resource Matters Ltd; Lancashire; On-site; GBP 86,000 - 105,000; Full time

Benefits offered by this job

Bonus scheme

Home office setup

Pension

25 days holiday

Job summary

Resource Matters Ltd. is seeking a top-performing Wealth Planner to join their expanding team in the UK. You will not need to bring clients as all clients are provided, and no business development is required.

A strong track record, Diploma in financial planning, and compliance with UK work rights are essential. Offering a competitive base up to £95k plus bonuses and a comprehensive package including home office setup and a pension, this role aims to deliver high net-worth client services with

Qualifications

• Legal right to work in the UK
• Demonstrable proven track record of consistent success in current role
• Full Diploma in financial planning
• Evidence of commitment to previous employers

Responsibilities

• Deal with qualified clients and manage their financial planning needs
• Grow the business with full support of clients provided, processes and paraplanning support

Skills

Wealth planning

Financial advice

Client relationship

Education

Diploma in financial planning

Job description

Basic Up to £95k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE

Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.

We are interested in hearing from top performing qualified Wealth Planner, Financial Advisors/IFA's/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.

The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.

To apply for the Wealth 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