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Investment Advisor

2 months ago

Thirsk, North Yorkshire, United Kingdom Resource Matters Ltd Full time

Job Opportunity: Financial Planner with Resource Matters Ltd

About the Role:

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

Key Responsibilities:

  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and circumstances.
  • Provide ongoing financial advice and guidance to clients, ensuring they are aware of the latest market trends and opportunities.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Work closely with our team of financial experts to ensure clients receive the best possible advice and service.
  • Stay up-to-date with industry developments and best practices, ensuring our clients receive the highest level of service.

Requirements:

  • Full Diploma in financial planning
  • Proven track record of success in a financial planning role
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Strong analytical and problem-solving skills

What We Offer:

We offer a competitive salary, uncapped quarterly bonuses, annual bonuses, and a comprehensive benefits package, including a pension scheme and 25 days holiday (excluding bank holidays).