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Financial Planner

Resource Matters Ltd·Coventry (West Midlands (Region))On-site
£65 000 – £100 000 / year
Vox Summary
  • Role Description: Providing holistic financial planning advice to HNW & UHNW clients with full client support and no business development required.
  • Key Requirements: Must have full UK work rights, proven success, full Diploma in financial planning, and demonstrate commitment to previous employers.
  • Benefits & Conditions: Offers a basic salary up to £80k, uncapped bonuses, full home office setup, pension, 25 days holiday, and all clients provided.
Apply on sourceYou are leaving VoxJobs for reed.co.uk — the application is handled directly by the company. reed.co.uk

Job description

Basic Up to £80k + Package + Paraplanning + Bonuses - all clients provided, no business development required, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW & UHNW 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 HNW & UHNW 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 offer 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 (prefer progress also to Chartered status) - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

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Original source
reed.co.uk
Posted
Feb 18, 2026 · true date
Last verified
2 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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