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Financial Planner

Job in London, Greater London, W1B, England, UK
Listing for: Resource Matters Ltd
Full Time position
Listed on 2026-08-14
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 GBP Yearly GBP 85000.00 YEAR
Job Description & How to Apply Below
Basic Up to £85k  Package  Paraplanning  Bonuses
- Retiring Advisor Summer 2026 - £100m AUM Financial Planner role:
You will take over a significant book (£100m AUM) of clients from the retiring advisor and complete a successful handover process. Full paraplanning and admin support is provided for the Financial Planner role. The Company offer a superb package including an excellent basic salary, uncapped bonuses, annual bonuses, 25 days holiday (excluding bank holidays) and much more.

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 - full Diploma in financial planning
- Evidence of commitment to previous employers Please send your CV in confidence quoting
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