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Financial Planner

Resource Matters Ltd
Posted 25 days ago, valid for 8 days
Location

London, Greater London SW18 4DJ, England

Salary

£35,000 - £42,000 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 £48,000 - £80,000, along with a car allowance, pension, and quarterly bonuses.
  • This role is ideal for qualified Financial Planners, Financial Advisors, IFA’s, Wealth Managers, or Mortgage Advisors looking to advance their careers while working with HNW clients.
  • The company is a well-known blue-chip firm expanding its unique business model across the UK and provides comprehensive support to its planners.
  • Candidates must have a full Diploma in financial planning, a proven track record of success, and the legal right to work in the UK.
  • The position includes a competitive benefits package, including 25 days of holiday, a laptop, smartphone, and a full home office setup.

Home Based Employed Financial Planner - Clients Provided, client recruiting now! Our most popular role!

£48,000 - £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.