Financial Advisor

TieTalent; Manchester; Remote; GBP 40,000 - 70,000; Full time

Job summary

A leading Wealth Planning firm seeks experienced Financial Planners for a remote position following significant expansion. The role offers excellent support including paraplanning, business development resources, and top-tier software. This is an ideal opportunity for motivated Financial Planners aiming to advance their careers.

Qualifications

• Minimum of Diploma required.
• Experience as a Financial Adviser/Planner is essential.
• Driven and ambitious candidates are preferred.

Responsibilities

• Provide financial planning services to clients.
• Work closely with the Business Development Team.
• Utilize paraplanning support and training academies.

Skills

Financial Planning

Advising

Business Development

Client Relationship Management

Education

Diploma in Financial Planning

Job description

An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position.

This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. This is a work from home position. Please send your CV to Douglas McDougall for more information on this opportunity.