Senior Financial Planner: £100M AUM, Paraplanning Support

Company: Resource Matters Ltd
Apply for the Senior Financial Planner: £100M AUM, Paraplanning Support
Location: Chelmsford
Job Description:

Resource Matters Ltd. is seeking a Financial Planner to take over a £100m AUM client book from a retiring advisor. The role includes a strong basic salary up to £85k, uncapped bonuses, and a comprehensive package with paraplanning and admin support.

The successful candidate will complete a thorough handover and demonstrate a proven track record of success in their current role, plus full Diploma in financial planning and commitment to previous employers.

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Posted: September 22nd, 2026