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Financial Planner – up to £80k, bonuses, remote

Resource Matters Ltd · Cheltenham

Remote
Remote 50,000 - 80,000 GBP/year 🇬🇧 English

Job description

About the role

We are seeking an experienced Financial Planner to join a leading blue‑chip firm that provides holistic financial planning advice to high‑net‑worth clients across the UK. All client relationships are supplied, so you can focus on delivering expert advice without the need for business development or networking.

Key responsibilities

  • Deliver comprehensive financial planning services to high‑net‑worth individuals.
  • Utilise in‑house paraplanning and research support to prepare tailored advice.
  • Follow established processes and systems to ensure compliance and quality.
  • Maintain up‑to‑date knowledge of financial products and regulatory changes.

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

    • Competitive basic salary ranging from £50,000 to £80,000 per year.
    • Uncapped quarterly bonuses and annual bonuses.
    • Full home‑office set‑up for remote working.
    • Pension scheme and 25 days of holiday (excluding bank holidays).
    • Paraplanning support and access to research resources.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 50-80k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    25 views · 0 interested

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    Resource Matters Ltd

    Cheltenham