Financial Planner - Could consider Client facing Paraplanner - Resource Matters Ltd : Job Details

Financial Planner - Could consider Client facing Paraplanner

Resource Matters Ltd

Job Location : Ilminster, UK

Posted on : 12/09/2024 - Valid Till : 05/12/2024

Job Description :

Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation

The company would consider a Technical Advisor or Client facing Paraplanner

Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region. You will provide full financial planning advice to business owners and private clients including running pensions clinics & promoting financial education.

The Financial Planner role comes with full client support, full admin & Paraplanning support and it's a superb opportunity to develop your career.

Your Qualifications for the Financial Planning role:

  • Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
  • Genuine desire to provide a high standard of advice and service to clients
  • You are articulate with excellent communication skills.
  • Good knowledge of Investments, tax planning and Defined Contribution pensions.

Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Salary : 50000 - 60000

Apply Now!

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