Financial Planner – Fully Remote. Join an Innovative, Tech-Driven Firm

JR United Kingdom; Altrincham; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking firm that prioritizes innovation and technology in financial planning. This fully remote role offers the chance to work with a dynamic team dedicated to improving client services and streamlining processes. With unlimited holidays and a collaborative culture, this is an exciting opportunity for financial planners eager to make a significant impact in a rapidly evolving industry. If you are passionate about delivering exceptional financial services and thrive in a fast-paced environment, this position is perfect for you.

Benefits

Unlimited Holidays

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Experience in financial planning and client management.
• Strong understanding of financial regulations and compliance.

Responsibilities

• Provide tailored financial advice to clients using innovative tools.
• Collaborate with a tech-focused team to enhance service delivery.

Skills

Financial Planning

Client Relationship Management

Tech Savvy

Education

Relevant Financial Certification

Tools

Financial Planning Software

Job description

Social network you want to login/join with:

Financial Planner – Fully Remote. Join an Innovative, Tech-Driven Firm, Altrincham

Client:

Blincoe Financial Planning

Location:

Altrincham, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

Who We Are

We believe that our industry has been letting planners like you down by burdening you with legacy systems, bureaucracy, dead-mans shoes, and a misaligned revenue structure. Clients are also let down with high fees, outdated technology, and complex, un-digestible information.

We started Blincoe with the explicit aim to be better for clients and for us as planners.

We are a small, tech-focused team already at the forefront of innovative tools in our industry. Rapid development of new tools means large legacy firms struggle to keep pace with adopting new technology.

We want planners like you to have access to the best tech and automation. As we grow (recently surpassing £70M), we are looking for more planners to join us.

What We Offer

Fully remote working, unlimited holidays, generous maternity and paternity leave, and a collaborative, exciting culture. If you prefer the structure of large organizations with teams and departments, this may not be the right fit.

If you're eager to be part of a fast-growing company with big goals and want to deliver a better way to provide financial services, we’d love to hear from you.

Next Steps

No traditional cover letter needed. Instead, record a short (up to 5 minutes) video covering:

1. Describe your current role
2. What drew you to apply
3. Three core skills you would bring to the team

Applications via LinkedIn without a video will not be considered, as we value attention to detail!