Remote Based Financial Planner

JR United Kingdom; Birkenhead; Remote; GBP 50,000 - 65,000; Full time

Job summary

A leading financial planning firm invites applications for a Remote Based Financial Planner position based in Birkenhead. This role offers the chance to work with an extensive client base, including high-profile firms, and the firm provides all clients. Applicants should have experience in managing existing client businesses, ideally with knowledge of pensions.

Benefits

All clients provided

Work from anywhere in the UK

Ongoing support and development

Qualifications

• Experience in developing new business from existing clients.
• Knowledge of NHS pensions is beneficial but not essential.

Responsibilities

• Manage clients from various sectors including public and FTSE 100 companies.
• Receive all clients from the firm's extensive network.

Skills

Client Management

Business Development

Pensions Knowledge

Job description

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Remote Based Financial Planner, Birkenhead

Client: Ferguson Dean

Location:

Job Category:

Other

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EU work permit required:

Yes

Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

Job Description:

About the Company - Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars. You'll work with clients from public sector firms right through to FTSE 100 companies. The firm has a dedicated team focused on vetting clients to ensure they are qualified prior to any meeting.

About the Role - Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. You must have a track record in developing new business from existing clients. Key benefits include:

• All clients provided
• Work from anywhere in the UK
• Diverse client base, including top-tier firms
• Ongoing support and development

Salary is £50k to £65k depending on experience with six-figure earnings from year two.