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Financial Planner

Resource Matters Ltd
Posted 9 hours ago, valid for 23 days
Location

Bicester, Oxfordshire OX26 2ZA, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Home Based Employed Financial Planner position offers a salary ranging from £50,000 to £80,000, along with additional benefits such as a car allowance and pension.
  • The role is with a well-known blue chip firm that provides tailored financial advice to high-net-worth clients and is expanding its operations across the UK.
  • Candidates should be top-performing qualified Financial Planners, Financial Advisors, IFAs, Wealth Managers, or Mortgage Advisors looking to advance their careers.
  • This opportunity includes full support with clients provided, as well as access to processes, systems, research, and paraplanning support.
  • Applicants must have a minimum of a full Diploma in financial planning and a proven track record of success in their current role.

Home Based Employed Financial Planner - Clients Provided, client recruiting now!

£50,000 - £80,000 Basic + Car allowance + pension + Quarterly bonuses

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 HNW clients and 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 or Mortgage Advisors who are looking to progress their careers and deal with professional 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, laptop, smart phone, 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

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.