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Financial Advisor – Clients Provided, OTE up to £100k

Resource Matters Ltd · Guildford

Remote
Remote 🇬🇧 English

Job description

About the role

We are seeking an experienced Financial Advisor to join a leading blue-chip firm that provides holistic financial advice to high‑net‑worth clients. The role comes with a fully supported client book, lead generation, and paraplanning resources, allowing you to focus on delivering tailored solutions.

Key responsibilities

  • Deliver comprehensive financial planning and wealth management services to HNW clients.
  • Utilise provided client leads and support teams to grow your portfolio.
  • Maintain compliance with regulatory standards and company policies.
  • Collaborate with research and paraplanning teams to develop bespoke advice.

Required profile

  • Legal right to work in the UK.
  • Proven track record of consistent sales success in a financial advisory role.
  • Full Diploma in Financial Planning.
  • Demonstrated commitment to previous employers.

Required skills

  • Financial planning and wealth management expertise.
  • Strong client relationship and communication abilities.
  • Understanding of regulatory requirements for financial advice.

What we offer

  • Basic salary £50,000‑£90,000 plus uncapped bonuses (OTE up to £100k).
  • Company car package and other benefits.
  • Laptop, smartphone, and full home‑office set‑up.
  • Pension scheme and 25 days holiday (excluding bank holidays).

Questions fréquentes

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Published 2 months ago

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Resource Matters Ltd

Guildford