Financial Planning Specialist

3 weeks ago


Reading, Reading, 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 high-quality financial planning advice to a large portfolio of clients, with a focus on holistic wealth management and tax-efficient strategies.

The ideal candidate will have a Level 4 qualification in Financial Planning, a genuine passion for delivering exceptional client service, and a strong understanding of investments, tax planning, and defined contribution pensions.

As a Financial Advisor with Resource Matters Ltd, you will enjoy a comprehensive benefits package, a competitive basic salary, and an unlimited bonus structure. You will also benefit from full client support, ongoing advice fees, and full administrative and paraplanning support.

Key Responsibilities:

  • Provide high-quality financial planning advice to clients
  • Develop and implement tailored investment strategies
  • Conduct thorough financial assessments and provide recommendations
  • Build and maintain strong relationships with clients

Join a dynamic team of professionals who are dedicated to delivering exceptional client service and making a real difference in the lives of their clients.



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