At a Glance
- Tasks: Provide holistic financial planning advice to high-net-worth clients.
- Company: Join a prestigious blue-chip firm with a strong reputation.
- Benefits: Up to £95k base salary, uncapped bonuses, and 25 days holiday.
- Other info: Enjoy a supportive environment with excellent career growth opportunities.
- Why this job: No business development required; all clients provided for you.
- Qualifications: Must have a Diploma in financial planning and proven success.
The predicted salary is between 95000 - 95000 £ per year.
Basic Up to £95k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK.
They provide holistic financial planning advice to HNW clients.
Their success has been recognised through prestigious awards and significant growth.
We are interested in hearing from top performing qualified Wealth Planner , Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients.
This is a wonderful opportunity for a successful and established Wealth Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.
To apply for the Wealth Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your C...
Wealth Planner employer: Resource Matters Ltd Careers
Join a forward-thinking company that prioritises employee growth and development within a supportive and positive work culture. Based in Cheshire, this role offers the unique opportunity to influence health and safety standards across diverse projects while enjoying a blend of office and site-based work. With a commitment to compliance and continuous improvement, you'll be part of a team that values your expertise and fosters a proactive safety culture.
Contact Details:
Resource Matters Ltd Careers Recruitment Team
