At a Glance
- Tasks: Manage a £100m client portfolio and provide expert financial planning.
- Company: Resource Matters Ltd, a leading firm in financial services.
- Benefits: Up to £85k salary, uncapped bonuses, and 25 days holiday.
- Other info: Full support for a smooth transition and career growth opportunities.
- Why this job: Join a dynamic team and make a real difference for clients.
- Qualifications: Proven success in financial planning and legal right to work in the UK.
The predicted salary is between 30000 - 40000 £ per year.
Resource Matters Ltd is seeking a Financial Planner to manage a significant book of clients (£100m AUM) from a retiring advisor. The position includes full paraplanning and admin support to ensure a successful handover.
The role offers an excellent basic salary up to £85k, uncapped bonuses, 25 days holiday (excluding bank holidays), and more.
Candidates must have the legal right to work in the UK and a proven record of success in financial planning.
Senior Financial Planner – £100m AUM Handover & Bonuses employer: Resource Matters Ltd
Resource Matters Ltd is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With a competitive salary package, uncapped bonuses, and comprehensive paraplanning support, this role provides a unique opportunity to manage a substantial client portfolio while enjoying a healthy work-life balance in a dynamic environment.
