Financial Planner (DipFA) – Home-Based, Nationwide

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

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.