Financial Planner DipFA

Recruit Wealth; Remote; GBP 50,000 - 70,000; Full time

Job summary

A leading financial planning and wealth management firm is seeking experienced Financial Planners for home-based roles across the UK. You will provide regulated pension and investment advice, ensuring exemplary client care. With no lead generation required, candidates must have a minimum of 2 years' experience, FCA registration, and hold a Level 4 Diploma. This organization is recognized as one of the best places to work and offers an excellent benefits package and bonus structure.

Benefits

Excellent bonus package

Recognized as a best place to work

Comprehensive benefits package

Qualifications

• Minimum 2 years providing pension & investment advice.
• FCA registered with competent adviser status.

Responsibilities

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

Skills

Client care

Pension advice

Investment advice

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...