Financial Planner

Placements24; Greater London; Hybrid; GBP 60,000 - 100,000; Full time

Benefits offered by this job

Remote work

Health insurance

Professional development

Commission + bonuses

Job summary

Placements24 is seeking a dedicated Financial Planner to join its remote advisory team. You will help individuals and families achieve financial goals through personalized planning across retirement, investments, insurance, and estate planning.

This remote-first role serves clients nationwide from East London’s expanding financial sector; CFP certification and 3 years of experience are required, with strong presentation and interpersonal skills and proficiency in planning software.

Qualifications

• Bachelor's degree in Finance, Economics, or related field.
• CFP certification is required.
• Minimum of 3 years of experience as a Financial Planner or advisor.
• Proven ability to develop and present complex financial plans.
• Excellent interpersonal, communication, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Strong ethical standards and client confidentiality.

Responsibilities

• Conduct in-depth client assessments to understand financial situations, goals, and risk tolerance.
• Develop personalized comprehensive financial plans including investments, retirement, insurance, and estate planning.
• Educate clients on financial products and strategies to guide informed decisions.
• Monitor client progress and adjust plans as needed.
• Stay updated on market trends, tax laws, and regulatory changes affecting financial planning.
• Build and maintain long-term client relationships nationwide.

Skills

Interpersonal skills

Presentation skills

Communication skills

CRM software

Financial planning software

Education

Bachelor's degree in Finance or Economics

CFP certification

Tools

CRM systems

Financial planning software

Job description

About the Role

Our client is seeking a dedicated and client-focused Financial Planner to join their remote advisory team. This role is designed for professionals passionate about helping individuals and families achieve their financial goals through personalized planning. You will develop comprehensive financial plans covering retirement, investments, insurance, and estate planning. Leveraging technology and a client-centric approach, you will build lasting relationships and provide expert guidance to clients across the nation. This is an ideal opportunity for an independent planner seeking a supportive, remote-first environment.

Key Responsibilities

• Conduct in-depth client assessments to understand financial situations, goals, and risk tolerance.
• Develop personalized comprehensive financial plans , including investment, retirement, insurance, and estate planning strategies.
• Educate clients on financial products and strategies, guiding them towards informed decision-making.
• Monitor client progress towards financial goals and make necessary adjustments to plans.
• Stay updated on financial market trends, tax laws, and regulatory changes affecting financial planning.
• Build and maintain strong, long-term relationships with a diverse client base.

Requirements

• Bachelor's degree in Finance, Economics, or a related field; CFP certification is required.
• Minimum of 3 years of experience as a Financial Planner or advisor.
• Proven ability to develop and present complex financial plans.
• Excellent interpersonal, communication, and presentation skills.
• Proficiency in financial planning software and CRM systems.
• Strong ethical standards and a commitment to client confidentiality.

Benefits

• Competitive base salary plus commission structure and performance bonuses.
• Comprehensive health, dental, and vision insurance.
• Remote work flexibility, allowing for a national client base.
• Support for continuing professional development and industry training.
• Opportunity to build a thriving client base and advance your career in financial advisory services in East London 's expanding financial sector.