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Financial Planner

2 months ago

Northallerton, North Yorkshire, United Kingdom Resource Matters Ltd Full time
Join Our Team as a Financial Planner

We are seeking a top-performing Financial Planner to join our team at Resource Matters Ltd. Our client, a well-known blue chip firm, is expanding its unique business model across the UK and requires a skilled professional to provide tailored financial advice to HNW clients.

Key Responsibilities:

  • Provide holistic financial advice to clients
  • Recruit and manage a portfolio of clients
  • Work closely with the client's existing financial team
  • Develop and implement financial plans to meet client goals

Requirements:

  • Full Diploma in Financial Planning
  • Proven track record of success in a similar role
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive basic salary
  • Uncapped quarterly bonuses
  • Annual bonuses
  • Full home office setup
  • Pension scheme
  • 25 days holiday (excluding bank holidays)

To apply for this exciting opportunity, please send your CV in confidence quoting Ref: 867543.