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Financial Planning Specialist

3 months ago


Yeovil, Somerset, United Kingdom Resource Matters Ltd Full time

Wealth Management Consultant - Client Support and Lead Generation

Competitive Salary: £50,000 - £65,000 + Bonuses + Benefits

Resource Matters Ltd is a leading firm in the financial services sector, recognized for its innovative approach to wealth management. We are currently expanding our operations across the UK and are seeking talented individuals to join our team.

As a Wealth Management Consultant, you will provide bespoke financial solutions to high-net-worth clients. This role is ideal for accomplished professionals who are eager to elevate their careers and engage with discerning clientele. You will benefit from a robust support system that includes client leads, comprehensive processes, and dedicated research and paraplanning assistance.

Our organization offers an attractive compensation package, which includes:

  • Competitive base salary
  • Uncapped commission structure
  • Annual performance bonuses
  • Comprehensive benefits package
  • Flexible working arrangements
  • Pension scheme
  • Generous holiday allowance

To qualify for the Wealth Management Consultant position, candidates must possess:

  • The legal right to work in the UK
  • A proven track record of success in financial advisory roles
  • A full Diploma in Financial Planning

Join us at Resource Matters Ltd and be part of a dynamic team dedicated to delivering exceptional financial advice and services.