Financial Planner

Resource Matters Ltd

Posted 2 days ago, valid for 24 days

Shaftesbury, Dorset SP7 0EB, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Resource Matters is seeking a Financial Planner for a well-known Accountancy firm's Wealth Division with a salary of up to £60k plus a package.
The role requires at least Level 4 qualifications in Financial Planning and a genuine desire to provide high-quality advice and service to clients.
The Financial Planner will offer comprehensive financial planning advice to both business owners and private clients, including managing pensions clinics.
Candidates should have strong communication skills and a solid understanding of investments, tax planning, and Defined Contribution pensions.
This position offers full client support, administrative assistance, and paraplanning resources, making it an excellent opportunity for career development.

Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation

Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.

The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.

Your Qualifications for the Financial Planning role:

Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Genuine desire to provide a high standard of advice and service to clients
You are articulate with excellent communication skills.
Good knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

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