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- 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 £80k salary, uncapped bonuses, home office setup, and 25 days holiday.
- Why this job: Grow your career with established clients and comprehensive support.
- Qualifications: Must have a Diploma in financial planning and proven success track record.
- Other info: No business development or networking required; focus on client relationships.
The predicted salary is between 48000 - 112000 £ per year.
Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients.
Our Client, one of the most popular and well-known blue chip firms in the country, is 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 Financial Planners, 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 Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offers 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 Financial 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
Financial Planner in England employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner in England
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent achievements. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You want to be able to clearly articulate your experience and how it aligns with the role of a Financial Planner. Keep it concise but impactful – think of it as your personal brand statement.
✨Tip Number 3
Network like a pro! Even though this role doesn’t require business development, connecting with industry professionals can open doors. Attend events or join online forums where you can share insights and learn from others.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Financial Planner in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner role. Highlight your qualifications, experience, and any achievements that align with what we’re looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how your background makes you a perfect fit for this role. Keep it engaging and personal – we love to see your personality!
Showcase Your Success: We’re interested in your track record of success, so don’t hold back! Include specific examples of how you’ve excelled in your previous roles, especially in dealing with HNW clients. Numbers and results speak volumes!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to keep track of your application and ensure you’re considered for this fantastic opportunity!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest trends in wealth management and be ready to discuss how you can apply them to help high-net-worth clients. This shows that you're not just qualified, but also passionate about the field.
✨Showcase Your Success
Prepare to share specific examples of your past achievements. Whether it's hitting targets or providing exceptional client service, having quantifiable results will demonstrate your capability as a Financial Planner. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Understand the Company Culture
Research the company’s values and culture. Knowing what they stand for will help you align your answers with their expectations. It’s also a great way to show that you’re genuinely interested in being part of their team, not just any job.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. This could be about their approach to client relationships or how they support their Financial Planners. It shows that you’re engaged and thinking about how you can contribute to their success.
