Personal Financial Planner

WizeHire, Inc; Colchester; Hybrid; GBP 37,000 - 57,000; Full time

Job summary

A leading financial services provider in Colchester is seeking motivated individuals to join their team as Financial Services Representatives. The role offers extensive training and mentorship, along with a flexible schedule that includes remote and in-person options. Candidates will develop client relationships and tailor financial solutions while maintaining compliance with industry regulations. This is an excellent opportunity for those looking to embark on a career in finance, providing a supportive environment for growth.

Benefits

Flexible schedule

Full benefits package

Training stipend

Performance-based bonuses

Company-sponsored travel

Qualifications

• No prior experience in finance is required; training is provided.
• Must be authorized to work in the U.S.
• Strong work ethic and leadership history are essential.

Responsibilities

• Maintain compliance with industry regulations.
• Develop client relationships and provide tailored financial strategies.
• Engage in structured coaching and training.
• Provide guidance on insurance and retirement planning.
• Utilize marketing tools to grow client base.

Skills

Excellent communication

Relationship-building

Motivation

Competitive mindset

Job description

Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources to help you succeed.

What you will receive:

• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, and life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
• Sponsorship for required licenses and continuing education.

We can only consider applicants authorized to work in the United States.

Responsibilities

• Maintain compliance with industry regulations and licensing requirements.
• Develop client relationships and provide tailored financial strategies.
• Engage in structured coaching, mentorship, and training programs.
• Provide guidance on insurance, investments, and retirement planning.
• Utilize marketing tools and resources to grow your client base.

Qualifications

• No prior experience in finance is required—comprehensive training is provided.
• Excellent communication and relationship-building abilities.
• Must be authorized to work in the US.
• Highly motivated with a strong work ethic.
• Competitive mindset with a history of leadership or achievement.

Compensation

$50,000 - $75,000 at plan earnings

About The Vermont Agency

Our mission is clear: To Do Good in our communities and for the families we serve.

For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence.

You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.

We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.