Remote Based Financial Planner

JR United Kingdom; West Midlands Combined Authority; Remote; GBP 50,000 - 65,000; Full time

Job summary

An established industry player is offering a fantastic opportunity for a Remote Financial Planner. This role allows you to work from anywhere in the UK while managing a diverse client base, including top-tier firms. With all clients provided from a robust network, you can focus on delivering exceptional financial planning services. The firm emphasizes ongoing support and development, ensuring you have the tools needed to succeed. If you have a track record in business development and a passion for financial planning, this role could lead to six-figure earnings from year two, making it an exciting prospect for ambitious professionals.

Benefits

Work from anywhere in the UK

Diverse client base

Ongoing support and development

Qualifications

• Experience in financial planning and developing business from existing clients.
• Knowledge of pensions, particularly NHS pensions, is beneficial.

Responsibilities

• Manage a diverse client base, including public sector firms and FTSE 100 companies.
• Provide ongoing support and development to clients.

Skills

Financial Planning

Client Relationship Management

Pensions Knowledge

Job description

Job Title: Remote Based Financial Planner, London (West End)

Client: Ferguson Dean

Location: London (West End), United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 4

Posted: 28.04.2025

Expiry Date: 12.06.2025

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.