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

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

Job summary

Join a forward-thinking, tech-driven firm as a Financial Planner in a fully remote role. This innovative company is dedicated to transforming the financial planning landscape by leveraging cutting-edge technology and automation. Enjoy unlimited holidays, generous parental leave, and a collaborative culture that values your contributions. If you're passionate about improving financial services and eager to be part of a dynamic team, this opportunity is perfect for you. Embrace the chance to make a real impact in a fast-growing organization with ambitious goals.

Benefits

Unlimited Holidays

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Experience in financial planning with a focus on client-centric solutions.
• Strong understanding of technology in financial services.

Responsibilities

• Provide innovative financial planning services to clients.
• Utilize technology to enhance service delivery and client experience.

Skills

Financial Planning

Client Management

Technology Adaptation

Education

Degree in Finance or Related Field

Job description

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

Client: Blincoe Financial Planning

Location: Leeds, West Yorkshire, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views:

3

Posted:

28.04.2025

Expiry Date:

12.06.2025

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 Clients are also let down with high fees, outdated technology, and complex, un-digestible information.

So, 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. Since technology develops rapidly, large legacy firms struggle to adapt quickly to new innovations.

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

What We Offer

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

If you are eager to be part of a fast-growing company with big ambitions and want to improve the delivery of financial services, we would love to hear from you.

Next Steps

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

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

Applications via LinkedIn without a video submission will not be considered. This indicates either you haven't read this far or you may lack attention to detail.