Resource Matters Ltd
Norwich · Posted 24 Sep 2026 · 31 applicants
Basic: £60k - £70k + Package + Bonuses - book of existing HNW clients provided, lead generation
Our Client provides expert holistic financial advice to HNW 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
- Evidence of commitment to previous employers
Please send your CV in confidence to Richard Harding quoting Ref: 98766
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