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

JR United Kingdom; Leigh; 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 holiday. This innovative company is dedicated to revolutionizing the financial services industry by providing planners with cutting-edge tools and a collaborative culture. If you're passionate about client relationships and want to be part of a rapidly growing team, this is the perfect opportunity for you. Experience a refreshing approach to financial planning, free from the constraints of traditional firms, and make a real impact in the lives of clients.

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Experience in financial planning with a focus on technology-driven solutions.
• Strong client relationship management skills are essential.

Responsibilities

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

Skills

Financial Planning

Client Relationship Management

Technology Adoption

Education

Relevant Financial Certification

Bachelor's 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, Leigh

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Client:

Blincoe Financial Planning

Location:

Leigh, 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 Clients are also let down with high fees, outdated technology, and complex, hard-to-digest information.

We started Blincoe with the explicit aim to be better for clients and for 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 keep pace with adopting new tools.

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

What We Offer

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 the right fit.

If you want to be part of a fast-growing company with big goals and a desire to revolutionize 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. Your current role

2. What attracted you to this position

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!