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Financial Planner

Resource Matters Ltd·Weston-super-Mare (South West England)On-site
£50 000 – £80 000 / year
Vox Summary
  • Role Overview: Provides holistic financial planning advice to high-net-worth clients with full client support, process, research, and paraplanning assistance.
  • Key Requirements: Must have full Diploma in financial planning, proven success in current role, legal right to work in the UK, and demonstrate commitment to previous employers.
  • Benefits & Conditions: Offers a basic salary up to £80k, uncapped quarterly bonuses, annual bonuses, full home office setup, pension scheme, and 25 days holiday.
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 + Quarterly Bonuses - all clients provided, no business development required, no networking, 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 clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with 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 - 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
May 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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