Financial Planner DipFA

Recruit Wealth; York and North Yorkshire; Remote; GBP 45,000 - 65,000; Full time

Job summary

A national financial planning firm seeks experienced Financial Planners to provide regulated pension and investment advice from home. The role involves building financial strategies for clients while ensuring top-notch client care. Candidates must have at least 2 years of advising experience, be FCA registered, and hold a Level 4 Diploma. An excellent benefits package awaits you in a recognized workplace environment.

Benefits

Excellent bonus package

Recognized as a best place to work

Qualifications

• Minimum 2 years offering pension & investment advice.
• FCA registered and competent adviser status required.
• Accustomed to managing client meetings efficiently.

Responsibilities

• Provide regulated pension & investment advice.
• Build overall financial picture for clients.
• Work closely with the central client services team.

Skills

Regulated pension & investment advice

Client care

Financial planning

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...