Financial Planner

Resource Matters Ltd
Closing date
2 Jul 2021

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Contract Type

Job Details

Our client has a track record of excellence with both customers and employee's and through continued demand for Financial Planning they have a vacancy for a branch based experienced Senior Financial Planner.

With access to existing client and a supportive new client appointment process, this role will supply a busy diary to enable business and personal objectives to be achieved and the resultant income

Ideal Candidate:
  • Level 4 Diploma qualified and ideally hold a current Statement of Professional Standing Certificate
  • Experience in dealing with complex adviser particularly around investments/ IHT etc
  • Previous experience of branch-based work would help due to the team ethos.

The rewards:
  • Excellent basic salary, package and on target earnings
  • On-going professional development with an award-winning employer
  • Employee benefits associated with the role are competitive and flexible.

Our process is confidential, consultative, and supportive to ensure a great service to client and candidate and to make that all important informed career move.

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