Remote Based Financial Planner

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

Job summary

A leading firm offers an exciting remote opportunity as a Financial Planner, perfectly suited for professionals seeking to manage a diverse client base. With all clients provided and robust support, this role promises significant earnings potential and career development in financial planning across the UK.

Benefits

All clients provided

Work from anywhere in the UK

Diverse client base

Ongoing support and development

Qualifications

• Experience in pensions beneficial but not essential.
• Track record in developing new business from existing clients.

Responsibilities

• Receive clients from an extensive network and high-profile seminars.
• Work with clients from public sector firms and FTSE 100 companies.
• Ensure qualified clients prior to meetings.

Skills

Business Development

Job description

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Remote Based Financial Planner, leeds, west yorkshire

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Client:

Ferguson Dean

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

07.06.2025

Expiry Date:

22.07.2025

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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 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.