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Financial Planner

Resource Matters Ltd
Bristol, South West England, United Kingdom
Competitive Salary
Closing date
Sep 24, 2022

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Job Role
Contract Type
Full Time
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Basic £50k- £60k + Package +all expenses + home based + Un-limited bonus scheme + £100k+ earnings

Resource Matters have been retained by this well known National Company to recruit an experienced Financial Planner. Our client provides regulated holistic financial planning advice to employees of large Blue Chip Companies and local government authorities. The Financial Planner is based from home with all expenses provided.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians.

It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.

The role comes with full lead generation and appointment making facility, admin and paraplanning support.

Your Qualifications:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are engaging and can connect with a wide array of audiences
  • Detailed knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

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