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This job expired on 25/09/2026. It no longer accepts applications.
Senior Financial Planner – High‑Net‑Worth Clients
Resource Matters Ltd · Portsmouth
Job description
About the role
We are seeking an experienced Financial Planner to join a leading blue‑chip firm that provides holistic financial planning to high‑net‑worth individuals. The role comes with a fully supported client book, eliminating the need for business development or networking.
Key responsibilities
- Deliver comprehensive financial planning advice to HNW clients.
- Prepare and present tailored wealth management strategies.
- Collaborate with paraplanning and research teams to ensure high‑quality recommendations.
- Maintain compliance with regulatory standards and internal processes.
Required profile
- Legal right to work in the UK.
- Proven track record of consistent success in a financial planning role.
- Full Diploma in Financial Planning.
- Demonstrated commitment to previous employers.
Required skills
- Strong financial planning expertise.
What we offer
- Competitive basic salary up to £70k.
- On‑target earnings (OTE) up to £130k.
- Company car and monthly bonuses.
- Uncapped quarterly and annual bonuses.
- Full home‑office setup, pension scheme, and 25 days holiday.
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Resource Matters Ltd
Portsmouth
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