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Financial Advisor – HNW Clients, Full Support

Resource Matters Ltd · East Grinstead

Remote
Remote 🇬🇧 English

Job description

About the role

We are seeking a qualified Financial Advisor to join a leading blue‑chip firm that provides holistic financial advice to high‑net‑worth (HNW) clients across the UK. The role comes with a fully supplied client base, lead‑generation support and a robust paraplanning team.

Key responsibilities

  • Deliver tailored financial advice and wealth‑management solutions to HNW individuals.
  • Maintain and grow existing client relationships while generating new business opportunities.
  • Utilise the firm’s research, process, and systems to produce comprehensive financial plans.
  • Collaborate with paraplanning and support teams to ensure high‑quality service delivery.

Required profile

  • Legal right to work in the United Kingdom.
  • Proven track record of consistent success in a financial advisory role.
  • Full Diploma in Financial Planning (or equivalent qualification).
  • Demonstrated commitment to previous employers.

Required skills

    What we offer

    • Basic salary between £50,000 and £90,000 per year.
    • Uncapped bonuses and OTE up to £100,000.
    • Car package and other benefits.
    • Laptop, smartphone and full home‑office setup.
    • Pension scheme and 25 days of annual leave (excluding bank holidays).

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    Published 2 months ago

    26 views · 0 interested

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    Resource Matters Ltd

    East Grinstead