img
Permanent

Senior Financial Planner

Resource Matters Ltd
Bournemouth
money-bag £80000 Annual
Posted: 19 September 2026 (Today)
Closing date: 19 October 2026
Ref: 3179924134

Basic: £80k - £98k + Package + Bonuses - book of existing UHNW clients provided, plus support Our Client provides expert holistic independent financial advice to UHNW clients. Their success has been recognised through prestigious awards and significant growth. Due to a retiring advisor the firm are keen to recruit a Senior Financial Planner. We would be interested to hear from experienced Financial Planners who are looking to progress their careers and deal with a substantial book of UHNW 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, bonuses and career development. To apply for the Senior 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 and ideally at or near Chartered Financial Planning status - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: ..... full job details .....

Other jobs of interest...

Resource Matters Ltd
PooleToday
money-bag80000.00-80000.00 Annual
Resource Matters Ltd
ChristchurchToday
money-bag80000.00-80000.00 Annual
Resource Matters Ltd
RingwoodToday
money-bag80000.00-80000.00 Annual
Ortus PSR
PooleToday
money-bag500000.00-500000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!