This job is no longer available
This job expired on 25/09/2026. It no longer accepts applications.
Financial Planner – £55k‑£85k + bonuses
Resource Matters Ltd · Braintree
Job description
About the role
You will take over a significant book of business (£100m AUM) from a retiring advisor and manage the hand‑over process. Full paraplanning and administrative support will be provided to enable you to focus on client advice.
Key responsibilities
- Manage and grow a £100m portfolio of existing clients.
- Deliver comprehensive financial advice in line with regulatory standards.
- Ensure a smooth transition of client relationships from the retiring advisor.
- Maintain accurate records and compliance documentation.
- Collaborate with paraplanning and admin teams to optimise service delivery.
Required profile
- Legal right to work in the United Kingdom.
- Demonstrable track record of consistent success in a financial planning role.
- Full Diploma in Financial Planning.
- Evidence of commitment to previous employers.
Required skills
What we offer
- Competitive basic salary ranging from £55,000 to £85,000 per year.
- Uncapped and annual bonuses.
- 25 days holiday (excluding bank holidays).
- Comprehensive paraplanning and administrative support.
- Opportunity to manage a high‑value client book in a supportive environment.
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Resource Matters Ltd
Braintree
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