Financial Planner for HNW Clients β€” Growth & Bonuses in Huntingdon

Financial Planner for HNW Clients β€” Growth & Bonuses in Huntingdon

Huntingdon Full-Time 51750 - 63250 Β£ / year (est.) No working from home possible
Resource Matters Ltd

At a Glance

  • Tasks: Manage high-net-worth clients and provide tailored financial planning advice.
  • Company: Resource Matters Ltd, a growing advisory firm in the UK.
  • Benefits: Up to Β£65k salary, uncapped bonuses, and career development opportunities.
  • Other info: Full paraplanning support and a structured career progression path.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Experience in financial planning and strong client relationship skills.

The predicted salary is between 51750 - 63250 Β£ per year.

Resource Matters Ltd in the United Kingdom seeks a Financial Planner to join a growing advisory team serving high-net-worth clients.

You will manage a substantial book of existing clients, with full paraplanning support, research and processes in place to help you progress your career.

They offer a superb package including an excellent basic salary up to Β£65k, uncapped bonuses and ongoing career development.

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Financial Planner for HNW Clients β€” Growth & Bonuses in Huntingdon 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.

Resource Matters Ltd

Contact Details:

Resource Matters Ltd Recruitment Team

We think you need these skills to ace Financial Planner for HNW Clients β€” Growth & Bonuses in Huntingdon

Client Management
Financial Planning
Paraplanning Support
Research Skills
High-Net-Worth Client Advisory
Career Development
Communication Skills