Financial Planner DipFA

Recruit Wealth; Remote; GBP 40,000 - 60,000; Full time

Job summary

A national, award-winning financial planning firm is seeking Financial Planners to provide regulated pension and investment advice. This home-based role offers an excellent bonus package, with no lead generation required as client meetings are pre-qualified. Candidates should possess a minimum of 2 years' experience in advisory roles, be FCA registered, and hold a Level 4 Diploma. You'll be joining a firm recognized as one of the best places to work, with numerous vacancies available due to continued growth.

Benefits

Excellent bonus package

Recognized as a best place to work

Work from home

Qualifications

• Minimum of 2 years offering pension & investment advice.
• FCA registered and possess competent adviser status.

Responsibilities

• Provide regulated pension & investment advice to clients.
• Build an overall financial picture for clients.
• Engage with clients pre-qualified for financial planning advice.

Skills

Regulated pension & investment advice

Client care

Advisory background

Education

Level 4 Diploma

Job description

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

The business has their Financial Planners based nationally and are recognised as the leading name in financial advice and guidance in the workplace, with access points to some of the largest pension schemes through private & public sector employers.

You’ll be providing regulated pension & investment advice and building an overall financial picture for your clients with exemplary levels of client care.

All newly created opportunities are home based (with some travel for certain clients), employed only with an excellent bonus package around initial fee and on-going advice.

All client meetings/appointments are managed by the central client services team and are pre-qualified for financial planning advice, no lead generation is required at all.

Our client will expect to see an accomplished advisory background, minimum 2 years offering pension & investment advice, FCA registered, competent adviser status, alongside holding the Level 4 Diploma as the minimum.

All opportunities are national, with numerous vacancies open due to continued headcount and client need.

An excellent benefits package is offered and you'll be working for a recognised Sunday Times "best places to work"

The business is looking to recruit as soon as pos...