Remote Financial Planner (DipFA) – Pension & Investments

Recruit Wealth; West Yorkshire; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK seeks Financial Planners to provide regulated pension and investment advice. Candidates must have at least 2 years of advisory experience, be FCA registered, and hold a Level 4 Diploma. All positions are home-based with a competitive bonus package, ensuring no lead generation is required, allowing you to focus on client care and financial strategy development.

Benefits

Excellent benefits package

Home-based work

No lead generation required

Qualifications

• Minimum 2 years of experience offering pension & investment advice.
• Must be FCA registered and hold competent adviser status.

Responsibilities

• Provide regulated pension & investment advice to clients.
• Build overall financial pictures for clients with high care levels.

Skills

Pension & investment advice

Client care

Regulatory knowledge

Education

Level 4 Diploma

Job description

A leading financial planning firm in the UK seeks Financial Planners to provide regulated pension and investment advice. Candidates must have at least 2 years of advisory experience, be FCA registered, and hold a Level 4 Diploma. All positions are home-based with a competitive bonus package, ensuring no lead generation is required, allowing you to focus on client care and financial strategy development.