Wealth Planner - High Earnings, Client Support, Bonuses

Wealth Planner - High Earnings, Client Support, Bonuses

Full-Time 85500 - 104500 £ / year (est.) Home office (partial)
Resource Matters Ltd

At a Glance

  • Tasks: Provide exceptional wealth planning services to high net-worth clients.
  • Company: Resource Matters Ltd., a leading firm in financial planning.
  • Benefits: Earn up to £95k plus bonuses, home office setup, and pension.
  • Other info: Enjoy a competitive package and work in a supportive environment.
  • Why this job: Join a growing team with no client hunting required and focus on client support.
  • Qualifications: Strong track record and Diploma in financial planning essential.

The predicted salary is between 85500 - 104500 £ per year.

Resource Matters Ltd. is seeking a top-performing Wealth Planner to join their expanding team in the UK.

You will not need to bring clients as all clients are provided, and no business development is required.

A strong track record, Diploma in financial planning, and compliance with UK work rights are essential.

Offering a competitive base up to £95k plus bonuses and a comprehensive package including home office setup and a pension, this role aims to deliver high net-worth client services with

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Wealth Planner - High Earnings, Client Support, Bonuses 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 Wealth Planner - High Earnings, Client Support, Bonuses

Wealth Planning
Client Support
Financial Planning Diploma
High Net-Worth Client Services
Compliance with UK Work Rights
Strong Track Record
Communication Skills