Overview
Basic Up to £100k + Package + Bonuses - all clients provided, no business development required, no networking, no need to bring any clients - £130k OTE
About the Client
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.
Role Summary
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.
Benefits
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.
Qualifications
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 CV in confidence quoting Ref: 867543
Wealth Planner in Birmingham employer: Resource Matters Ltd
Join a leading financial planning firm in London that prioritises employee growth and development within a supportive and professional environment. With competitive compensation, a comprehensive benefits package, and world-class back-office support, this role offers the perfect opportunity for a Chartered Financial Planner to thrive while building lasting client relationships. Experience a dynamic work culture that values innovation and collaboration, making it an excellent choice for those seeking meaningful and rewarding employment.
