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Financial Planner @ Resource Matters Ltd

GBOnsiteFull-time
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About this role

Basic: £60k - £70k + Car + Package + Bonuses - book of existing HNW clients provided + lead generation

Our Client provides expert holistic financial advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.

Due to a retiring advisor the firm are keen to recruit a Financial Planner. We would be interested to hear from experienced Financial Planners who are looking to progress their careers and deal with a substantial book of UHNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place.

The Company offer a superb package including an excellent basic salary, bonuses and career development.

To apply for the Financial 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

-evidence of a client first approach

  • full Level 4 Diploma in financial planning
  • Evidence of commitment to previous employers

Please send your CV in confidence to Richard Harding quoting Ref: 98766

Skills

financial planningLevel 4 Diploma in financial planning

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