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

Blincoe Financial Planning; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

Join a forward-thinking firm as a Financial Planner in a fully remote role. This innovative company is transforming the financial planning landscape with cutting-edge technology and a collaborative culture. As part of a rapidly growing team, you'll have the opportunity to redefine how financial services are delivered, ensuring clients receive the best possible experience. With unlimited holiday and generous parental leave, this role is perfect for those who thrive in a dynamic environment and are eager to contribute to a mission-driven organization. If you're passionate about financial planning and ready to make a difference, we want to hear from you!

Benefits

Unlimited Holiday

Generous Maternity Leave

Generous Paternity Leave

Collaborative Culture

Qualifications

• Entry-level position requiring a passion for financial planning and client service.
• Familiarity with financial planning tools and technology is a plus.

Responsibilities

• Deliver exceptional financial planning services to clients.
• Utilize innovative tools to enhance client experience and efficiency.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Education

Relevant Financial Certification

Tools

Financial Planning Software

CRM Systems

Job description

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

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. And clients are let down with high fees, outdated technology, and clunky un-digestible information.

So we started Blincoe- with the explicit aim to be better for clients, and better for us as planners.

We are a small team, but heavily tech focussed- and are already at the forefront of some of the amazing new tools that are available in our industry. New tools are now being developed so fast that large legacy firms just can't move fast enough to trial and adopt new technology.

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

What We Offer

We offer fully remote working, unlimited holiday, generous maternity and paternity leave, and the sort of collaborative and exciting culture we always wanted to work in ourselves.

Caveat- if you want the comfort of a large organisation with teams and departments, then we’re not for you.

But if you want to get stuck in, be part of something that’s growing fast with big goals, and you have a real desire to offer a much better way to deliver financial services, then we’d love to hear from you.

Next Steps

No old fashioned cover letter required. Instead, record a short (5 minutes maximum) video of yourself covering the following points:

1. Describe your current role
2. What drew you to apply
3. Tell us 3 core skills you’d bring to the team
4. What is your personal five year plan

And then send it to: [e-mail]

Let's redefine financial planning together.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales