This job is no longer available
This job expired on 28/09/2026. It no longer accepts applications.
Financial Advisor – Clients Provided, OTE up to £100k
Resource Matters Ltd · Guildford
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).
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Resource Matters Ltd
Guildford
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