Financial Planner

Resource Matters Ltd • Full-time • Chelmsford, South East England, GB • £55k - £85k / year • 1m ago

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 Ref: 867543