This job is no longer available
This job expired on 25/09/2026. It no longer accepts applications.
Financial Planner – £55k‑£130k OTE with Car & Bonuses
Resource Matters Ltd · Southampton
Job description
About the role
We are seeking an experienced Financial Planner to join a leading blue‑chip firm serving high‑net‑worth clients across the UK. The role offers a competitive basic salary, uncapped bonuses, a company car and full support from research, paraplanning and client acquisition teams.
Key responsibilities
- Deliver holistic financial planning advice to high‑net‑worth individuals.
- Manage client portfolios using the firm’s established processes and systems.
- Collaborate with paraplanning, research and administrative support to ensure high‑quality service.
- Maintain compliance with regulatory standards and internal policies.
Required profile
- Legal right to work in the United Kingdom.
- Demonstrable track record of consistent success in financial planning or wealth management.
- Full Diploma in Financial Planning.
- Evidence of commitment to previous employers.
Required skills
- Financial planning expertise.
- Wealth management knowledge.
What we offer
- Basic salary up to £70k plus OTE up to £130k.
- Monthly and quarterly uncapped bonuses, annual bonus.
- Company car and full home‑office set‑up.
- Pension scheme, 25 days holiday (excluding bank holidays) and other benefits.
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Resource Matters Ltd
Southampton
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