At a Glance
- Tasks: Manage a £100m AUM client book and provide expert financial planning.
- Company: Resource Matters Ltd., a leading firm in financial services.
- Benefits: Up to £85k salary, uncapped bonuses, and full paraplanning support.
- Other info: Join a supportive team with opportunities for professional growth.
- Why this job: Step into a key role with a strong client base and excellent earning potential.
- Qualifications: Proven track record in financial planning and a full Diploma in the field.
The predicted salary is between 51750 - 63250 £ per year.
Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor.
The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin support.
The successful candidate will complete a thorough handover and demonstrate a proven track record of success in their current role, plus full Diploma in financial planning and commitment to previous employers.
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Senior Financial Planner: £100M AUM, Paraplanning Support in Chelmsford 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.
