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Financial Planner
2 months ago
Resource Matters Ltd is seeking a skilled Financial Planner to join their Wealth Division. This is an exciting opportunity to develop your career in a dynamic and growing team.
The successful candidate will provide comprehensive financial planning advice to business owners and private clients, including running pensions clinics and promoting financial education.
Key Responsibilities:
- Deliver high-quality financial planning services to clients
- Develop and maintain strong relationships with clients and stakeholders
- Contribute to the growth and development of the Wealth Division
Requirements:
- Level 4 qualification in Financial Planning or a related field
- Excellent communication and interpersonal skills
- Good knowledge of investments, tax planning, and defined contribution pensions
About Resource Matters Ltd:
Resource Matters Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and supporting our clients in achieving their goals.
