Financial Planner DipFA

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

Job summary

A leading financial planning firm in the UK seeks Financial Planners to provide regulated pension and investment advice. Candidates must have at least 2 years of advisory experience, be FCA registered, and hold a Level 4 Diploma. All positions are home-based with a competitive bonus package, ensuring no lead generation is required, allowing you to focus on client care and financial strategy development.

Benefits

Excellent benefits package

Home-based work

No lead generation required

Qualifications

• Minimum 2 years of experience offering pension & investment advice.
• Must be FCA registered and hold competent adviser status.

Responsibilities

• Provide regulated pension & investment advice to clients.
• Build overall financial pictures for clients with high care levels.

Skills

Pension & investment advice

Client care

Regulatory knowledge

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...