Remote Financial Planner - Established Cornwall & Devon Portfolio

Reed; Truro; Teletrabalho; GBP 46 000 - 76 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Bonus

Pension scheme

Private medical insurance

Life assurance

Income protection

Holidays 25 + BH

Holiday buy/sell

Employee assistance

Study support

Flexible benefits

Resumo da oferta

Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.

The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building

Qualificações

• Minimum Level 4 Diploma in Financial Planning.
• CAS status and SPS holder.
• Proven experience as a Financial Planner.
• Strong relationship management and business development skills.
• Chartered status preferred, though Diploma-qualified advisers working towards Chartered will be considered.

Responsabilidades

• Manage and develop an established portfolio of clients.
• Deliver holistic advice across pensions, investments, retirement and protection planning.
• Conduct regular client reviews and identify opportunities for additional business.
• Generate growth through referrals and professional introducer relationships.
• Maintain excellent client outcomes and regulatory standards.

Conhecimentos

Client relationship management

Business development

Regulatory standards

Holistic financial planning

Pensions & investments

SPS/CAS

Formação académica

Level 4 Diploma in Financial Planning

CAS status

SPS holder

Chartered status preferred

Descrição da oferta de emprego

Financial Planning Firm in Cornwall & Devon is seeking an experienced Financial Planner for a remote-based role with occasional travel to the Truro hub. You will inherit a substantial client bank and have access to significant new business opportunities across Cornwall and Devon, with a base up to £76,000 plus bonus and benefits.

The role involves managing approx. 110 households with £45m AUM, delivering holistic planning across pensions, investments, retirement and protection, and building