Remote Based Financial Planner

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

Job summary

An established industry player is offering an exciting remote financial planning role in Liverpool. This position provides a unique opportunity to work with a diverse client base, including top-tier firms, while enjoying the flexibility to work from anywhere in the UK. You'll benefit from a steady stream of clients provided through an extensive network and high-profile seminars. The role promises ongoing support and development, ensuring your growth in the financial sector. If you're ready to take your career to new heights with potential six-figure earnings, this is the perfect opportunity for you.

Benefits

All clients provided

Work from anywhere in the UK

Ongoing support and development

Qualifications

• Proven track record in developing new business from existing clients.
• Experience in pensions and NHS pensions knowledge is beneficial.

Responsibilities

• Work with clients from public sector firms to FTSE 100 companies.
• Provide ongoing support and development to clients.

Skills

Financial Planning

Client Relationship Management

Business Development

Pensions Knowledge

Job description

Social network you want to login/join with:

Remote Based Financial Planner, Liverpool

Client:

Ferguson Dean

Location:

Liverpool, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

2

Posted:

02.05.2025

Expiry Date:

16.06.2025

Job Description:

About the Company - Looking for a remote financial planning role? We offer a fantastic opportunity where all your clients are provided through our extensive network and high-profile seminars. You will work with clients from public sector firms to FTSE 100 companies. Our dedicated team vets clients to ensure they are qualified before meetings.

About the Role - Experience in pensions and NHS pensions knowledge is beneficial but not essential. You should have a proven 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 ranges from £50k to £65k depending on experience, with potential six-figure earnings from year two.