Home-Based Financial Adviser (DipFA) – Pension & Investment

Recruit Wealth; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial planning firm in the United Kingdom is seeking experienced Financial Planners for a home-based advisory role. You will provide regulated pension and investment advice, working with a central services team to deliver exemplary client care. With a minimum of 2 years of relevant experience and a Level 4 Diploma, you can expect a competitive benefits package and an excellent work environment. This is an opportunity to join a nationally recognized firm with numerous vacancies due to growth.

Benefits

Excellent bonus package

Recognized as a best place to work

Comprehensive benefits package

Qualifications

• Minimum 2 years' experience in providing pension & investment advice.
• FCA registered and competent adviser status required.
• Excellent communication and client relationship skills.

Responsibilities

• Provide regulated pension & investment advice to clients.
• Build an overall financial picture for clients.
• Work with a central client services team for appointment management.

Skills

Regulated pension & investment advice

Client care

Lead generation free

Education

Level 4 Diploma

Job description

A leading financial planning firm in the United Kingdom is seeking experienced Financial Planners for a home-based advisory role. You will provide regulated pension and investment advice, working with a central services team to deliver exemplary client care. With a minimum of 2 years of relevant experience and a Level 4 Diploma, you can expect a competitive benefits package and an excellent work environment. This is an opportunity to join a nationally recognized firm with numerous vacancies due to growth.