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Senior Financial Advisor

2 months ago

Newbury, West Berkshire, United Kingdom Resource Matters Ltd Full time
Unlock Your Potential as a Financial Expert

Resource Matters Ltd is seeking a highly skilled Independent Financial Planner to join their team. As a key member of the organization, you will provide comprehensive financial planning advice to a large portfolio of clients, leveraging superb paraplanning support and ongoing lead generation.

The ideal candidate will possess a Level 4 qualification in Financial Planning, a genuine passion for delivering exceptional client service, and the ability to connect with diverse audiences. A deep understanding of investments, tax planning, and defined contribution pensions is essential.

Key Responsibilities:

  • Deliver holistic financial planning advice to clients
  • Benefit from ongoing lead generation and paraplanning support
  • Enjoy a comprehensive benefits package and unlimited bonus structure

About the Company:

Resource Matters Ltd is a well-established firm that prioritizes client satisfaction, offering a transparent fee structure and recognized European custodians. The company fosters a team environment where employees can grow and thrive, with a focus on long-term goals and employee well-being.

What We Offer:

  • A competitive basic salary
  • A comprehensive benefits package
  • An unlimited bonus structure

Apply today to become a part of a dynamic team that values expertise, innovation, and client satisfaction.