Remote Financial Planner – Holistic Wealth Advice

Recruit UK; Gloucester; Remote; GBP 70,000 - 80,000; Full time

Benefits offered by this job

30 days holiday +/- 5 days

Private medical insurance

Life insurance

Medical screening

20% bonus

Job summary

A leading national wealth management firm is seeking a Financial Planner in the South Wales region. This role involves delivering holistic financial advice and managing a portfolio of clients. With a competitive salary of £70-80,000 and 20% bonus, the position supports fully remote work while requiring travel for client meetings. Candidates should have strong experience in providing financial advice, a Level 4 Diploma in Financial Planning, and be proficient with cashflow modelling tools.

Qualifications

• Strong experience providing holistic financial advice.
• Experience conducting client meetings.
• Confident in using cashflow modelling tools.

Responsibilities

• Deliver holistic financial advice through face to face and virtual meetings.
• Build and maintain long term relationships.
• Manage a designated portfolio of clients.

Skills

Holistic financial advice

Client meetings

Cashflow modelling tools

Education

Level 4 Diploma in Financial Planning

Job description

A leading national wealth management firm is seeking a Financial Planner in the South Wales region. This role involves delivering holistic financial advice and managing a portfolio of clients. With a competitive salary of £70-80,000 and 20% bonus, the position supports fully remote work while requiring travel for client meetings. Candidates should have strong experience in providing financial advice, a Level 4 Diploma in Financial Planning, and be proficient with cashflow modelling tools.