Remote Financial Planner DipFA – Pension & Investment Advice

Recruit Wealth; York and North Yorkshire; Remote; GBP 45,000 - 65,000; Full time

Job summary

A national financial planning firm seeks experienced Financial Planners to provide regulated pension and investment advice from home. The role involves building financial strategies for clients while ensuring top-notch client care. Candidates must have at least 2 years of advising experience, be FCA registered, and hold a Level 4 Diploma. An excellent benefits package awaits you in a recognized workplace environment.

Benefits

Excellent bonus package

Recognized as a best place to work

Qualifications

• Minimum 2 years offering pension & investment advice.
• FCA registered and competent adviser status required.
• Accustomed to managing client meetings efficiently.

Responsibilities

• Provide regulated pension & investment advice.
• Build overall financial picture for clients.
• Work closely with the central client services team.

Skills

Regulated pension & investment advice

Client care

Financial planning

Education

Level 4 Diploma

Job description

A national financial planning firm seeks experienced Financial Planners to provide regulated pension and investment advice from home. The role involves building financial strategies for clients while ensuring top-notch client care. Candidates must have at least 2 years of advising experience, be FCA registered, and hold a Level 4 Diploma. An excellent benefits package awaits you in a recognized workplace environment.