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Financial Services Professional

2 months ago


Okehampton, Devon, United Kingdom Resource Matters Ltd Full time
Financial Advisor Opportunity

We are seeking a highly skilled and experienced Financial Advisor to join our team at Resource Matters Ltd. As a Financial Advisor, you will be responsible for providing tailored financial advice to high net worth clients and helping them achieve their financial goals.

About the Role:

  • Provide holistic financial advice to clients, including investment, tax, and retirement planning
  • Develop and implement financial plans to help clients achieve their goals
  • Build and maintain strong relationships with clients to ensure their ongoing financial needs are met
  • Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices

Requirements:

  • Full Diploma in financial planning
  • Demonstrable proven track record of consistent success within your current role
  • Legal right to work in the UK
  • Evidence of commitment to previous employers

What We Offer:

  • Excellent basic salary
  • Uncapped bonuses
  • Annual bonuses
  • Laptop and smartphone
  • Full home office setup
  • Pension scheme
  • 25 days holiday (excluding bank holidays)

To apply for this exciting opportunity, please send your CV in confidence quoting Ref: 867543.