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

ZipRecruiter; Altrincham; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company that is revolutionizing financial services. This innovative firm is seeking planners who are eager to leverage cutting-edge technology to improve client experiences. With a fully remote work environment, unlimited holiday, and a collaborative culture, this is an exciting opportunity for those looking to make a significant impact in the industry. If you have a passion for financial planning and a desire to be part of a fast-growing team, we want to hear from you! Your unique skills and vision can help shape the future of financial services.

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Qualifications

• Experience in financial planning and delivering financial services.
• Strong client relationship management skills.

Responsibilities

• Provide financial planning services using the latest technology.
• Collaborate with a tech-focused team to enhance client services.

Skills

Financial Planning

Client Relationship Management

Technology Adoption

Education

Bachelor's Degree in Finance

Job description

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 Clients are also let down with high fees, outdated technology, and clunky, un-digestible information.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 at the forefront of new industry tools. As new tools develop rapidly, large legacy firms struggle to trial and adopt them.

We want planners like you to have access to the best tech and automation. We're growing quickly (just surpassed £70M) and are looking for more planners to join us.

What We Offer

Fully remote working, unlimited holiday, generous maternity and paternity leave, and a collaborative, exciting culture.

Caveat: if you prefer the structure of a large organization with teams and departments, we may not be the right fit.

If you're eager to be part of a fast-growing company with big goals and want to offer a better way to deliver 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’d bring to the team
4. Your personal five-year plan

Send it to: [e-mail].

Applications via LinkedIn without a video won't be considered—please read carefully and demonstrate good attention to detail!