via Reed · 16 September 2026 ·5 days ago

Senior Financial Planner

Resource Matters Ltd
Christchurch Full-time GBP 80,000 – 98,000
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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: 98766

This listing is from Reed. View original listing ↗

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