Financial Planner (DipFA) – Home-Based, Nationwide

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

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.