Financial Planner (DipFA) – Home-Based, Nationwide

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

Job summary

A national financial planning firm is looking for experienced Financial Planners to provide pension and investment advice. You'll work from home, collaborating with a dedicated client services team to ensure all meetings are pre-qualified. Required qualifications include a Level 4 Diploma and at least two years in advisory roles. This company offers an outstanding benefits package and is recognized as one of the best places to work in the Sunday Times rankings.

Benefits

Excellent bonus package

Outstanding benefits package

Recognition as a best workplace

Qualifications

• Minimum 2 years of experience in providing pension and investment advice.
• FCA registered and competent adviser status required.
• Strong advisory background expected.

Responsibilities

• Provide regulated pension and investment advice to clients.
• Build overall financial pictures for clients with high-level care.
• Collaborate with the client services team for appointments.

Skills

Regulated pension advice

Investment advice

Client relationship management

Education

Level 4 Diploma

Job description

A national financial planning firm is looking for experienced Financial Planners to provide pension and investment advice. You'll work from home, collaborating with a dedicated client services team to ensure all meetings are pre-qualified. Required qualifications include a Level 4 Diploma and at least two years in advisory roles. This company offers an outstanding benefits package and is recognized as one of the best places to work in the Sunday Times rankings.