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

JR United Kingdom; Ashton-under-Lyne; Remote; GBP 40,000 - 80,000; Full time

Job summary

Join a forward-thinking, tech-driven firm as a Financial Planner, where you can work fully remotely and enjoy unlimited holidays. This innovative company is on a mission to revolutionize the financial services industry, offering planners access to cutting-edge tools and a collaborative culture. If you're looking to be part of a fast-growing team that values creativity and innovation, this opportunity is perfect for you. Embrace a role that allows you to make a significant impact while enjoying the flexibility of remote work.

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Qualifications

• Experience in financial planning and client management.
• Strong understanding of modern financial technologies.

Responsibilities

• Provide innovative financial planning solutions to clients.
• Utilize advanced technology to enhance client experience.

Skills

Financial Planning

Client Relationship Management

Tech-Savvy

Education

Degree in Finance

Certifications in Financial Planning

Job description

Social network you want to login/join with:

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

Client:

Blincoe Financial Planning

Location:

Ashton-under-Lyne, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

3

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 Clients are also let down with high fees, outdated technology, and clunky, digestible information.

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

We are a small, highly 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 up with trialing and adopting new technology.

We want planners like you to have access to the best tech and automation. As we grow (just passed £70M), we are looking to expand our team.

What We Offer

Fully remote work, unlimited holiday, generous maternity and paternity leave, and a collaborative, exciting culture. If you prefer the structure of a large organization with teams and departments, this may not be for you.

If you're eager to be part of a fast-growing company with big goals and a desire to revolutionize financial services, we want to hear from you.

Next Steps

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

• Describe your current role
• What drew you to apply
• Three core skills you would bring to the team

Applications via LinkedIn without a video submission will not be considered, as it indicates a lack of attention to detail.