Financial Planner

Company: Resource Matters Ltd
Apply for the Financial Planner
Location: Chelmsford
Job Description:

Basic Up to £85k + Package + Paraplanning + Bonuses – Retiring Advisor Summer 2026 – £100m AUM

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 offers an excellent package including an outstanding 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

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Posted: September 22nd, 2026