At a Glance
- Tasks: Provide expert financial advice to high-net-worth clients and support their financial goals.
- Company: Award-winning firm known for its growth and commitment to client success.
- Benefits: Competitive salary, uncapped bonuses, and comprehensive career development opportunities.
- Other info: Exciting opportunity for career progression in a dynamic and rewarding environment.
- Why this job: Join a supportive team and work with an established book of clients to advance your career.
- Qualifications: Proven track record in financial planning and a full Diploma in financial planning required.
The predicted salary is between 54000 - 66000 £ per year.
Basic: £65k - £90k + Package + Bonuses - book of existing HNW clients provided, plus support Our Client provides expert holistic financial advice to HNW clients and business owners.
Their success has been recognised through prestigious awards and significant growth.
Due to a retiring advisor the firm are looking to recruit a Senior Financial Planner.
We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients.
This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place.
The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development.
To apply for the Senior 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 Please send your CV in confidence quoting
Senior Financial Planner in Suffolk 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.
