Financial Planning Specialist

1 week ago


Gainsborough, Lincolnshire, United Kingdom Resource Matters Ltd Full time
Unlock Your Potential as an Independent Financial Planner

Resource Matters Ltd is seeking an experienced Independent Financial Planner to join their team. As a key member of the team, you will provide high-quality 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 be part of a team that values personalized service and takes a holistic approach to financial planning.

The successful candidate will have a Level 4 qualification in Financial Planning, a genuine passion for delivering exceptional client service, and the ability to connect with diverse audiences. You will also possess in-depth knowledge of investments, tax planning, and defined contribution pensions.

Key Responsibilities:

  • Provide comprehensive financial planning advice to clients
  • Work closely with the paraplanning team to deliver high-quality support
  • Benefit from ongoing lead generation and a full client portfolio
  • Contribute to a team environment that values collaboration and client satisfaction

What We Offer:

  • A competitive basic salary and comprehensive benefits package
  • Unlimited bonus structure and opportunities for career growth
  • A dynamic and supportive team environment

Apply today to take the first step towards a rewarding career as an Independent Financial Planner with Resource Matters Ltd.



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