Wealth Management Specialist
4 weeks ago
Job Opportunity: Financial Advisor
About the Role: We are seeking a highly skilled and experienced Financial Advisor to join our team at Resource Matters Ltd. As a Financial Advisor, you will be responsible for providing tailored financial advice to high net worth clients and helping them achieve their financial goals.
Key Responsibilities:
- Provide holistic financial advice to clients, including investment, tax, and retirement planning
- Develop and implement financial plans that meet clients' needs and goals
- Build and maintain strong relationships with clients to ensure their ongoing financial well-being
- Stay up-to-date with industry developments and regulatory changes to ensure compliance and best practices
Requirements:
- Full Diploma in financial planning
- Demonstrable proven track record of consistent success within your current role
- Legal right to work in the UK
What We Offer:
- Excellent basic salary
- Uncapped bonuses
- Annual bonuses
- Laptop and smartphone
- Full home office setup
- Pension scheme
- 25 days holiday (excluding bank holidays)
About Us: Resource Matters Ltd is a leading provider of financial services, with a reputation for excellence and a commitment to delivering exceptional results for our clients. We are a dynamic and forward-thinking company that values innovation, teamwork, and customer satisfaction.
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