Trainee Financial Planner - #2193892

Resource Matters Ltd


Date: 1 hour ago
City: Bradford
Salary: £50,000 - £60,000 / year
Contract type: Full time
Resource Matters Ltd

Basic: £50k - £55k + £6k Car Allowance + Package + Bonuses + book of existing HNW clients provided + lead generation - Could suit a Trainee Financial Planner with Level 4 Diploma.

Our Client provides expert holistic financial advice to new & existing HNW clients. Their success has been recognised over many decades through prestigious awards and significant growth.

The firm are keen to recruit a successful Financial Planner and we would be interested to hear from Trainee Financial Planners and experienced Financial Planners who are looking to progress their careers and deal with a substantial book of HNW existing clients. This is a wonderful career opportunity to establish yourself with the full support of clients provided, processes, systems, research and paraplanning support all in place.

The Company offer a superb package including an excellent basic salary, car allowance, quarterly bonuses and career development.

To apply for the Financial Planner role, you must have:

- the legal right to work in the UK

- a demonstrable proven track record of consistent success within your current role

-evidence of a client first approach

- full Level 4 Diploma in financial planning

- Evidence of commitment to previous employers

Please send your CV in confidence to Richard Harding quoting Ref: 98766

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