Home
Poole
Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 2 days ago, valid for 20 days

Poole, Dorset BH15 3TE, England

£30,000 - £36,000 per annum

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 is for a Home Based Employed Financial Planner with a salary range of £50,000 - £80,000 plus additional benefits.
Candidates are required to have a minimum of three years of experience in financial planning or a related field.
The role involves providing tailored financial advice to high-net-worth clients with full support from the company.
The company offers an excellent benefits package including quarterly bonuses, a pension scheme, and a full home office setup.
Applicants must hold a full Diploma in financial planning and demonstrate a proven track record of success.

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