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Posted 04 August, 2026

Senior Financial Planner

Resource Matters Ltd
Witham, ENG, GB Full Time

Job Description

Basic: £65k - £90k + Package + Bonuses - book of existing HNW clients provided, plus support

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Our Client provides expert holistic financial advice to HNW clients and business owners. Their success has been recognised through prestigious awards and significant growth.

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Due to a retiring advsor the firm are looking to recruit a Senior Financial Planner. We would be interested to hear from experience Financial Planners who are looking to progress their careers and deal with a substantialbook of HNW 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.

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The Company offer a superb package including an excellent basic salary, uncapped bonuses and career development.

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To apply for the Senior Financial Planner role, you must have:

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- the legal right to work in the UK

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- a demonstrable proven track record of consistent success within your current role

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-evidence of a customer centric approach

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- full Diploma in financial planning

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- Evidence of commitment to previous employers

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Please send your CV in confidence quoting Ref: 98766