Financial Planning Expert

15 hours ago


Chippenham, Wiltshire, United Kingdom Resource Matters Ltd Full time

Job Summary: We are seeking an experienced Financial Planning Expert to join our team at Resource Matters Ltd. As an Independent Financial Consultant, you will provide high-quality financial planning advice to a large portfolio of clients, leveraging your expertise in investments, tax planning, and defined contribution pensions.

About the Role: This is a fantastic opportunity to work with a well-established financial services firm that prioritizes client satisfaction and offers a comprehensive benefits package. As a Holistic Wealth Advisor, you will enjoy superb support from our paraplanning team, a full client portfolio to build relationships with, and ongoing lead generation from our network of accountants.

Key Responsibilities:

  • Provide personalized financial planning advice to clients, taking into account their unique needs and goals.
  • Develop and maintain strong relationships with clients, ensuring their financial well-being and satisfaction.
  • Stay up-to-date with industry developments and regulatory changes, applying this knowledge to enhance client outcomes.
  • Collaborate with our paraplanning team to ensure seamless support and efficient delivery of services.

Requirements:

  • Level 4 qualification in Financial Planning or a related field.
  • Proven experience in financial planning, with a strong track record of delivering high-quality advice and service.
  • Excellent communication and interpersonal skills, with the ability to connect with a wide range of clients and stakeholders.
  • Detailed knowledge of investments, tax planning, and defined contribution pensions.

What We Offer:

  • A competitive basic salary and comprehensive benefits package.
  • Opportunities for professional growth and development, with ongoing training and support.
  • A dynamic and supportive team environment, with a focus on client satisfaction and employee well-being.

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