Remote Based Financial Planner

Ferguson Dean; Liverpool; Remote; GBP 50,000 - 65,000; Full time

Job summary

An innovative firm is offering a fantastic remote financial planning role that allows you to work from anywhere in the UK. In this exciting position, you will be provided with clients from an extensive network and high-profile seminars, enabling you to focus on delivering exceptional service to a diverse range of clients, including those from public sector firms and FTSE 100 companies. Enjoy the benefits of ongoing support and development while you grow your business and make a significant impact in the finance sector. This opportunity is perfect for those looking to leverage their skills in a dynamic and supportive environment.

Benefits

All clients provided

Work from anywhere in the UK

Diverse client base

Ongoing support and development

Qualifications

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

Responsibilities

• Manage a diverse client base including top-tier firms.
• Provide financial planning support with ongoing development.

Skills

Business Development

Client Management

Pensions Knowledge

Job description

This range is provided by Ferguson Dean. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base Pay Range

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

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

Seniority Level

Associate

Employment Type

Full-time

Job Function

Finance