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Financial Planning Specialist

2 months ago

Grantham, Lincolnshire, United Kingdom Resource Matters Ltd Full time
Unlock Your Potential as a Financial Advisor

Resource Matters Ltd is seeking an experienced Financial Advisor to join their team. As a key member of the team, you will provide expert financial planning advice to a large portfolio of clients, leveraging superb paraplanning support and ongoing lead generation.

Our client is a well-established IFA firm that prioritizes client satisfaction, offering a transparent fee structure and recognized European custodians. You will benefit from a comprehensive benefits package, an attractive basic salary, and an unlimited bonus structure.

To succeed in this role, you will need:

  • A Level 4 qualification in Financial Planning or a related field
  • A genuine passion for delivering high-quality advice and service to clients
  • Excellent communication skills, enabling you to connect with diverse audiences
  • In-depth knowledge of investments, tax planning, and defined contribution pensions

Apply today to become a part of a dynamic team environment where you can make a real difference in the lives of clients.