Financial Planning Specialist

3 weeks ago

Newbury, West Berkshire, United Kingdom Resource Matters Ltd Full time
Join Our Team as an Experienced Independent Financial Advisor

Competitive Salary and Comprehensive Benefits Package

Resource Matters Ltd is seeking an experienced Independent Financial Advisor to join our team. As a key member of our team, you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees. You will benefit from superb paraplanning support, a full client portfolio to build relationships with, and on-going lead generation from our accountants.

About Our Client

Our client is a well-known local IFA firm that distinguishes itself by putting clients first, providing unmatched service, and taking a personalized approach to financial planning. They use a simple and transparent fee structure and recognized European custodians, ensuring that their clients' best interests are always aligned.

Your Qualifications and Responsibilities

  • Level 4 qualification in financial services
  • Proven experience in providing holistic financial planning advice
  • Excellent communication and relationship-building skills
  • Ability to work independently and as part of a team

What We Offer

We offer a competitive basic salary, a comprehensive benefits package, and an unlimited bonus structure. You will also enjoy full client support, all on-going advice fees, full admin & paraplanning support, and full lead generation.

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