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Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 25 days ago, valid for 6 days

Barnet, Hertfordshire EN5 5TN

Full Time

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Sonic Summary

The position offers a salary of up to £80k plus a comprehensive package that includes quarterly bonuses and paraplanning support.
The role is with a well-known blue-chip firm that provides holistic financial planning advice to high-net-worth clients across the UK.
Candidates are required to have a full Diploma in financial planning and a proven track record of consistent success in their current roles.
No business development or client acquisition is necessary, as all clients are provided by the company.
The company also offers additional benefits such as a home office setup, pension scheme, and 25 days of holiday excluding bank holidays.

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients

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 Financial 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 Financial 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 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

- full Diploma in financial planning

- Evidence of commitment to previous employers

Please send your CV in confidence quoting Ref: 867543

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