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Permanent

Financial Planner

Resource Matters Ltd
Chelmsford
money-bag £55000 Annual
Posted: 15 July 2026 (Yesterday)
Closing date: 14 August 2026
Ref: 3139461426

Basic Up to £85k + Package + Paraplanning + Bonuses - Retiring Advisor Summer 2026 - £100m AUMFinancial 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 employersPlease send your CV in confidence quoting Ref: ..... full job details .....

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