Financial Planner

2 weeks ago

Godalming, Surrey, United Kingdom Resource Matters Ltd Full time
Join Our Team as a Financial Planner

We are seeking a highly skilled and experienced Financial Planner to join our team at Resource Matters Ltd. As a Financial Planner, you will be responsible for providing tailored financial advice to our clients and helping them achieve their financial goals.

About the Role:

  • Provide holistic financial advice to high net worth clients
  • Develop and implement financial plans to meet client objectives
  • Build and maintain strong relationships with clients
  • Work closely with our team to provide exceptional client service

What We Offer:

  • A competitive basic salary
  • Uncapped quarterly bonuses
  • Annual bonuses
  • A comprehensive benefits package
  • Ongoing training and development opportunities

Requirements:

  • Full Diploma in financial planning
  • Proven track record of success in a similar role
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

How to Apply:

Please submit your CV and a cover letter outlining your experience and qualifications for the role. We look forward to hearing from you.

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