Financial Planning Specialist
6 days ago
Job Summary: We are seeking a highly skilled Financial Planner to join our team at Resource Matters Ltd. As a Financial Planner, you will play a key role in developing our Wealth Division and providing expert financial planning advice to business owners and private clients.
About the Role: This is an exciting opportunity for a motivated and experienced Financial Planner to join our team and contribute to the growth and expansion of our business. You will be responsible for providing full financial planning advice, running pensions clinics, and promoting financial education to our clients.
Key Responsibilities:
- Provide high-quality financial planning advice to business owners and private clients
- Run pensions clinics and promote financial education to clients
- Develop and maintain strong relationships with clients and stakeholders
- Contribute to the growth and expansion of our Wealth Division
Requirements:
- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- Excellent communication and interpersonal skills
- Good knowledge of Investments, tax planning, and Defined Contribution pensions
About Us: Resource Matters Ltd is a well-established company that specializes in providing expert financial planning services to business owners and private clients. We are committed to delivering high-quality advice and service to our clients and are looking for a motivated and experienced Financial Planner to join our team.
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