Financial Planner DipFA

Recruit Wealth; England; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the United Kingdom is seeking experienced Financial Planners to provide regulated pension and investment advice. This home-based position requires a minimum of two years' experience and relevant qualifications. The firm offers an excellent bonuses, no lead generation, and a recognized benefits package as one of the best places to work.

Benefits

Excellent bonus package

Recognized as one of the best places to work

Comprehensive benefits package

Qualifications

• Minimum 2 years of experience in pension & investment advice.
• FCA registration and competent adviser status required.
• Strong advisory background in financial planning.

Responsibilities

• Provide regulated pension & investment advice.
• Build overall financial picture for clients.
• Manage client meetings and appointments through central services team.

Skills

Regulated pension advice

Investment planning

Client care

Financial analysis

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...