Financial Planner

Resource Matters Ltd

Posted 5 days ago, valid for 3 hours

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

The position offers a salary of up to £80k plus an attractive package that includes quarterly bonuses and paraplanning support.
The role requires candidates to have a full Diploma in financial planning and a proven track record of success in their current role.
Candidates will not be required to engage in business development or networking, as all clients are provided.
The company is a well-known blue-chip firm expanding its business model across the UK, focusing on holistic financial planning for high-net-worth clients.
This opportunity allows established Financial Planners to grow their business with comprehensive support, including a home office setup and a pension scheme.

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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