Financial Planner

Resource Matters Ltd

Posted a month ago, valid for 5 days

Gloucester, Gloucestershire GL12EH, England

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

The position offers a salary of up to £80k plus a comprehensive package including quarterly bonuses and paraplanning support.
Our client is a well-known blue chip firm expanding their business model across the UK, focusing on holistic financial planning for high-net-worth clients.
They are seeking qualified Financial Planners, Financial Advisors, or Wealth Managers with a proven track record of success to join their team.
Candidates must have a full Diploma in financial planning and the legal right to work in the UK, along with evidence of commitment to previous employers.
This role does not require business development or client networking, as clients are provided and support systems are in place.

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

Apply now in a few quick clicks

Financial Planner

Technical Paraplanner

Paraplanner

Ifa Administrator