Wealth Planner

3 days ago

Gloucester, United Kingdom Resource Matters Ltd Full time

**Wealth Planner Basic £50k
- £60k + Package + home based + Un-limited bonus scheme + £100k+ earnings**

Resource Matters have been retained by this well known National Company to recruit an experienced Wealth Planner. Our client provides regulated holistic financial planning advice to employees of large Blue Chip Companies and local government authorities.The Wealth Planner is based from home with all expenses provided.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that the company align with their client's best interests by using a simple and transparentfee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The Wealth Planner role comes with full lead generation and appointment making facility, admin and paraplanning support.

**Your Qualifications for the Wealth Planner role**:

- Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
- Genuine desire to provide a high standard of advice and service to clients
- You are engaging and can connect with a wide array of audiences
- Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

  • Administrator – Part Time

    5 days ago

    Gloucester, United Kingdom Anderson Recruitment Ltd Full time

    This is an excellent and rare opportunity to join a company who pride themselves on offering a first-class service to their clients and their staff too!  Our client is a highly respected, privately owned firm of Chartered Financial Planners who provide market-leading wealth solutions. They currently have a vacancy for an Administrator to join their team...