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Financial Advisor – HNW Clients, Full Support, £50k‑£90k

Resource Matters Ltd · Leeds

Remote
Remote Senior 50,000 - 90,000 GBP/year 🇬🇧 English

Job description

About the role

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 ready pipeline of clients, lead‑generation support and a fully equipped back‑office.

Key responsibilities

  • Deliver tailored financial planning and wealth management advice to HNW individuals.
  • Manage client portfolios, ensuring compliance with regulatory standards.
  • Collaborate with research, paraplanning and administrative teams to prepare proposals.
  • Maintain and grow the client book through proactive relationship management.
  • Achieve sales targets and contribute to the firm’s growth objectives.

Required profile

  • Legal right to work in the UK.
  • 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

    • Competitive basic salary of £50,000‑£90,000 plus uncapped bonuses.
    • Car allowance, laptop, smartphone and full home‑office setup.
    • Pension scheme and 25 days holiday (excluding bank holidays).
    • Opportunities for professional development within a prestigious firm.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 50-90k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    31 views · 0 interested

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    Resource Matters Ltd

    Leeds