Financial Planner

Premier Jobs UK; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services recruitment agency is seeking an Independent Financial Planner to join a home-based role in the UK. You'll receive leads and support while managing client relationships and formulating financial strategies. Requirements include a Level 4 Diploma in Financial Planning and a proven track record in client retention. The role comes with a negotiable salary, bonus structure, car allowance, and various benefits.

Benefits

Car allowance

Mileage reimbursement

25 days holiday plus bank holidays

Birthday off

Paid charitable work day

Discounted financial advice

Access to remote GP

Qualifications

• Proven track record in converting lead opportunities.
• Proven track record of retaining excellent ongoing relationships.
• Dedication to doing the right thing for clients.

Responsibilities

• Conduct in-depth reviews to understand clients' financial goals.
• Formulate financial strategies with back office support.
• Retain and grow a portfolio of existing clients.
• Leverage pre-qualified leads to expand client bank.
• Build and maintain client relationships.

Skills

Client-centric approach

Excellent interpersonal skills

Good IT skills

Education

Full Level 4 Diploma in Financial Planning or equivalent

Job description

Overview

This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support!

This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients.

You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.

Plus, you will receive up to 8 pre-qualified leads per month, enabling you to grow your client bank even further.

You should focus on conducting in-depth reviews to understand your client\'s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients\' pensions, savings, investments and other financial needs.

Excellent remuneration package provided to reward your productivity.

This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.

Responsibilities

• Conduct in-depth reviews to understand clients\' current and future financial goals and objectives.
• Formulate appropriate financial strategies with back office support (pensions, savings, investments and other financial needs).
• Retain, service and grow a portfolio of existing clients.
• Leverage up to 8 pre-qualified leads per month to expand client bank.
• Build and maintain client relationships, including in-person meetings when possible to deepen relationships and referrals.

Qualifications

• Hold full Level 4 Diploma in Financial Planning or equivalent.
• Proven track record in converting lead opportunities.
• Proven track record of retaining excellent ongoing relationships, ideally from acquired clients or taking over servicing from another Advisor.
• Client-centric approach and dedication to doing the right thing for clients.
• Excellent interpersonal skills, approachability, professionalism and good IT skills.

Financial Planner Support

Our client ensures their Financial Planner has comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.

Benefits

• Salary negotiable with excellent salary and bonus structure on offer.
• Remuneration packages also include car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime.
• Home-based role with travel to meet clients in person and use of their regional offices if desired.
• Self-employed option available if you would prefer.

Locations

Nationwide

Call us now on (phone number removed) or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.