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

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

Job summary

Join a forward-thinking firm that is transforming the financial planning landscape! This innovative, tech-driven company offers fully remote work and a collaborative culture. As a Financial Planner, you'll leverage cutting-edge tools to provide exceptional service to clients. With unlimited holiday and generous parental leave, this is an opportunity to thrive in a supportive environment. If you're passionate about improving financial services and eager to make a difference, this is the role for you!

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Experience in financial planning and client management.
• Strong understanding of financial products and services.

Responsibilities

• Provide innovative financial planning solutions to clients.
• Utilize technology to enhance client service and engagement.

Skills

Financial Planning

Client Relationship Management

Technology Adaptation

Education

Degree in Finance or Related Field

Job description

Social network you want to login/join with:

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

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Client:

Blincoe Financial Planning

Location:

Bury, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

28.04.2025

Expiry Date:

12.06.2025

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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 Clients are also let down with high fees, outdated technology, and complex, un-digestible information.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 planners alike.

We are a small, tech-focused team, already leading with innovative tools in our industry. As new tools are developed rapidly, large legacy firms struggle to adapt quickly enough.

We want planners like you to have access to the best technology and automation. Our firm is growing fast (just surpassed £70M), and we are looking for more planners to join us.

What We Offer

Fully remote work, unlimited holiday, generous maternity and paternity leave, and a collaborative, exciting culture that we value ourselves.

If you prefer the structure of a large organization with many departments, this might not be the right fit.

If you're eager to be part of a fast-growing company with big ambitions and want to improve how financial services are delivered, 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. Your current role

2. Why you applied

3. Three core skills you bring to the team

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