Remote Based Financial Planner

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

Job summary

An innovative firm is seeking a remote financial planner to join their dynamic team. This exciting opportunity allows you to work with a diverse client base, including prestigious public sector firms and FTSE 100 companies. You'll benefit from a steady stream of clients provided by the company, ensuring you can focus on building strong relationships and developing new business. With ongoing support and a commitment to your professional growth, this role offers the potential for significant earnings from year two. If you're passionate about financial planning and thrive in a flexible work environment, this position is perfect for you.

Benefits

Work from anywhere in the UK

Ongoing support and development

Diverse client base

All clients provided

Qualifications

• Experience in developing new business from existing clients.
• Knowledge of pensions, especially NHS pensions, is beneficial.

Responsibilities

• Manage a diverse client base, including top-tier firms.
• Provide ongoing support and development to clients.

Skills

Business Development

Pensions Knowledge

Client Relationship Management

Job description

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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 have 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.