Financial Planner

Resource Matters Ltd

Posted 9 hours ago, valid for 11 days

Wellington, Somerset TA210ED, England

£30,000 - £36,000 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, offering a salary of up to £60k plus a package.
The firm is experiencing significant growth and aims to expand its business in the local region.
The role involves providing comprehensive financial planning advice to business owners and private clients, including running pensions clinics and promoting financial education.
Candidates must be Level 4 qualified with a Diploma in Financial Planning and possess a genuine desire to deliver high-quality advice and service.
A minimum of three years of relevant experience in financial planning, along with strong communication skills and knowledge of investments, tax planning, and Defined Contribution pensions, is required.

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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