Remote Digital Financial Adviser

M&G; Remote; GBP 60,000 - 80,000; Full time

Job summary

A financial services company based in the UK is seeking a Financial Adviser to join their digital advice team. In this remote role, you'll utilize market-leading technology to deliver financial planning solutions to clients, ensuring compliance with regulations. The ideal candidate would possess relevant professional qualifications and a passion for customer service, alongside strong communication skills. Offering competitive benefits, this position promotes a work-life balance and supports professional growth.

Benefits

Pension scheme of 18%

38 days annual leave

Health & Protection cover

Flexible working arrangements

Qualifications

• Experience of regulated distribution environments.
• Previous experience of working within a telephony & digital environment advantageous.

Responsibilities

• Prepare and deliver financial planning solutions for clients.
• Ensure activities remain compliant with policy and legislation.

Skills

Working knowledge of financial services regulatory and legislative frameworks

Excellent interpersonal and communication skills

Ability to manage customer relationships

Passionate about customer experience

Ability to work with digital tools

Education

Relevant professional qualification (qualified to QCF4 or equivalent)

Job description

A financial services company based in the UK is seeking a Financial Adviser to join their digital advice team. In this remote role, you'll utilize market-leading technology to deliver financial planning solutions to clients, ensuring compliance with regulations. The ideal candidate would possess relevant professional qualifications and a passion for customer service, alongside strong communication skills. Offering competitive benefits, this position promotes a work-life balance and supports professional growth.