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Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 2 days ago, valid for 6 days

Barnsley, South Yorkshire S70 1XY, England

Full Time

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Sonic Summary

The position offers a basic salary of up to £80k, along with a comprehensive package that includes uncapped quarterly bonuses and additional benefits.
The role requires candidates to have a minimum of three years of experience in financial planning or advisory roles.
Successful applicants will work with clients provided by the company, eliminating the need for business development or networking.
The firm specializes in delivering tailored financial advice to employees of FTSE 100 and 250 companies and has a strong reputation in the industry.
Candidates must hold a full Diploma in financial planning and demonstrate a proven track record of success in their current roles.

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 unique business model across the UK. They provide tailored holistic financial advice products and services to employees of FTSE 100 & 250 companies and other well know institutions. 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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