Remote Financial Planner

ZipRecruiter; Liverpool; Remote; GBP 50,000 - 65,000; Full time

Job summary

Join a leading financial planning firm offering a remote role where you engage with a diverse range of clients, including high-profile firms. You will benefit from a steady client base, extensive support, and the potential for significant earnings growth, reaching six figures from your second year.

Benefits

All clients provided

Work from anywhere in the UK

Ongoing support and development

Qualifications

• Experience in developing new business from existing clients.
• Knowledge of NHS pensions beneficial but not essential.

Responsibilities

• Work with clients from public sector firms to FTSE 100 companies.
• Receive all clients from the firm's extensive network.

Skills

Business Development

Relationship Management

Job description

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 have 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.