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This job expired on 25/09/2026. It no longer accepts applications.
Financial Planner – £55k‑£85k + Bonuses
Resource Matters Ltd · Colchester
Job description
About the role
We are seeking a qualified Financial Planner to take over a significant client book worth £100m AUM from a retiring advisor. You will receive full paraplanning and administrative support to ensure a smooth handover and continued client satisfaction.
Key responsibilities
- Assume responsibility for an existing £100m portfolio of clients.
- Deliver comprehensive financial advice and maintain strong client relationships.
- Coordinate with paraplanning and admin teams to prepare recommendations and reports.
- Ensure a seamless transition during the advisor’s retirement period.
Required profile
- Legal right to work in the United Kingdom.
- Proven track record of consistent success in a financial planning role.
- Full Diploma in Financial Planning.
- Demonstrated commitment to previous employers.
Required skills
What we offer
- Basic salary up to £85,000 per year.
- Uncapped performance bonuses and annual bonuses.
- 25 days holiday plus bank holidays.
- Full paraplanning and administrative support.
- Opportunities for professional development within a growing firm.
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Resource Matters Ltd
Colchester
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