Remote Chartered Financial Planner — Grow Your Client Bank

Vernon Thomas Recruitment; Willenhall; Remote; GBP 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Support to grow new business

Opportunity to onboard clients

Collaborative team

Career progression

Job summary

Vernon Thomas Recruitment is partnering with a respected North West financial planning firm to recruit an experienced Chartered Financial Planner. The role focuses on delivering holistic financial planning, building enduring client relationships, and growing a personal client bank, with full remote working flexibility.

Successful candidates will hold Chartered Financial Planner status, have at least one year of experience, and demonstrate strong relationship management and communication skills.

Qualifications

• Chartered Financial Planner status.
• At least one year of experience.
• Excellent relationship management and communication skills.
• Client-focused approach with emphasis on long-term planning.
• Motivation to grow client bank over time.
• Ability to work independently within a remote environment.

Responsibilities

• Deliver holistic financial planning advice tailored to client circumstances.
• Build and maintain long-term client relationships.
• Identify opportunities to develop new business and grow client bank.
• Collaborate with an experienced and supportive team.
• Maintain a high standard of client service and professional advice.
• Contribute to the growth and success of the business.

Skills

Relationship management

Communication skills

Independent working

Job description

Vernon Thomas Recruitment is partnering with a respected North West financial planning firm to recruit an experienced Chartered Financial Planner. The role focuses on delivering holistic financial planning, building enduring client relationships, and growing a personal client bank, with full remote working flexibility.

Successful candidates will hold Chartered Financial Planner status, have at least one year of experience, and demonstrate strong relationship management and communication skills.