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Financial Planner

Resource Matters Ltd
Posted 2 days ago, valid for 20 days
Location

Bournemouth, Dorset BH89BJ, England

Salary

£28,000 - £33,600 per annum

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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 range of £50,000 to £80,000, along with additional benefits such as a car allowance, pension, and quarterly bonuses.
  • This role is ideal for top-performing qualified Financial Planners, Financial Advisors, IFA’s, Wealth Managers, or Mortgage Advisors looking to advance their careers with established clients provided.
  • The company is a well-known blue chip firm in the UK, recognized for its tailored holistic financial advice and significant growth in the industry.
  • Candidates must have a full Diploma in financial planning and a proven track record of consistent success in their current roles, along with the legal right to work in the UK.
  • This opportunity includes comprehensive support such as research, paraplanning, and a full home office setup, along with 25 days of holiday excluding bank holidays.

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.