Financial Planner (DipFA) – Home-Based, Nationwide

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

Job summary

A national financial planning firm is seeking experienced Financial Planners to provide pension and investment advice. You will work from home and collaborate with a dedicated client services team to ensure that all meetings are pre-qualified. The ideal candidate should have a Level 4 Diploma and a minimum of two years' experience in advisory roles. The company offers an outstanding benefits package and ranks as one of the best places to work according to the Sunday Times.

Benefits

Outstanding benefits package

Qualifications

• At least two years of experience in advisory roles.

Responsibilities

• Provide pension and investment advice.
• Collaborate with client services team to ensure pre-qualified meetings.

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.