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Weston-Super-Mare
Financial planner
Financial Planner - Could consider Client facing Paraplanner

Financial Planner - Could consider Client facing Paraplanner

Resource Matters Ltd

Posted 7 days ago, valid for 11 days

Weston-Super-Mare, Somerset BS24 8EL, England

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

A well-known Accountancy firm is seeking a Financial Planner for their Wealth Division, offering a salary of up to £60k plus a package.
The role is open to either a Technical Advisor or a client-facing Paraplanner, and requires Level 4 qualification in Financial Planning.
Candidates should have a genuine desire to provide high-quality advice and service, along with strong communication skills.
The position involves providing full financial planning advice to business owners and private clients, with support in administration and paraplanning.
The firm is looking for someone with experience in investments, tax planning, and Defined Contribution pensions to help develop their business in the local region.

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

The company would consider a Technical Advisor or Client facing Paraplanner

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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