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Financial Planning Specialist

2 months ago

Basingstoke, Hampshire, United Kingdom Resource Matters Ltd Full time

Attractive Remuneration Package

Resource Matters Ltd is seeking an experienced Financial Planning Specialist to join our client, a well-established Financial Services Firm. Due to the existing advisor's retirement, you will provide comprehensive Financial Planning Advice to a large portfolio of clients and benefit from ongoing Lead Generation. The Financial Planning Specialist will enjoy excellent Paraplanning Support, a full client portfolio to build relationships with, and ongoing Lead Generation from local Lead Introducers.

Our client stands out by prioritizing Client Satisfaction, providing exceptional Service, and taking a personalized approach to Financial Planning. To help their employees achieve their long-term goals, they offer a competitive basic salary, a comprehensive Benefits Package, and an unlimited Bonus Structure.

The Financial Planning Specialist role comes with:

  • Full Client Support
  • All ongoing Advice Fees
  • Full Admin & Paraplanning Support
  • Full Lead Generation

Requirements for the Financial Planning Specialist Role:

  • Level 4 Qualified - Diploma in Financial Planning/Regulated Financial Planning
  • A genuine desire to provide a high standard of Advice and Service to clients
  • The ability to engage and connect with a wide array of audiences
  • Detailed knowledge of Investments, Tax Planning, and Defined Contribution Pensions.