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Financial Planner

Resource Matters Ltd
Posted a day ago, valid for 6 days
Location

Bolton, Lancashire BL1 6LU, 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 position offers a basic salary of up to £80k along with a comprehensive package that includes paraplanning and quarterly bonuses.
  • The role requires candidates to have a proven track record of success and a full Diploma in financial planning.
  • This opportunity is ideal for qualified Financial Planners, Financial Advisors, IFAs, or Wealth Managers looking to advance their careers.
  • The company provides all clients, eliminating the need for business development or networking.
  • Additional benefits include a full home office setup, pension scheme, 25 days of holiday, and more.

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

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.