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Financial Planner

2 months ago

Bristol, Bristol, United Kingdom Resource Matters Ltd Full time

Financial Planning Role

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.

About the Role

The successful candidate will provide high-quality financial planning advice to business owners and private clients, including running pensions clinics and promoting financial education. You will work closely with the team to develop the business in the local region.

Key Responsibilities

  • Deliver comprehensive financial planning advice to clients
  • Run pensions clinics and promote financial education
  • Work collaboratively with the team to develop business in the local region
  • Provide excellent client support and admin assistance

Requirements

  • Level 4 qualified in Financial Planning or a related field
  • Excellent communication and interpersonal skills
  • Good knowledge of investments, tax planning, and defined contribution pensions

What We Offer

As a Financial Planner at Resource Matters Ltd, you will have the opportunity to develop your skills and expertise in a supportive and dynamic team environment. You will be rewarded with a competitive salary and benefits package.