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Financial planner
Financial Planner

Financial Planner

Resource Matters Ltd

Posted 7 days ago, valid for 12 days

Taunton, Somerset TA4 1BY, England

£24,000 - £28,800 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 a Level 4 qualification in Financial Planning and a minimum of three years of experience in the field.
The Financial Planner will provide comprehensive financial advice to business owners and private clients, including running pensions clinics.
Full client support, administrative assistance, and Paraplanning support will be provided to help develop the business in the local region.
Candidates should possess excellent communication skills and a solid understanding of investments, tax planning, and Defined Contribution pensions.

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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