Remote Financial Planner: Leads & Full Back-Office Support

Premier Jobs UK; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm is seeking an Independent Financial Planner to provide comprehensive financial advice to clients remotely. This role involves building long-term relationships, conducting financial reviews, and formulating strategies to meet clients' goals. Ideal candidates will have a Level 4 Diploma, proven business development skills, and the ability to maintain excellent client relationships. Excellent remuneration and support are offered, with travel required to meet clients in-person.

Benefits

Car allowance

Bonus structure

25 days holiday plus bank holidays

Remote GP access anytime

Discounted financial advice

Qualifications

• Must hold full Level 4 Diploma in financial planning or equivalent, with CAS status.
• Proven track record in converting lead opportunities and networking.
• Ability to maintain ongoing client relationships.

Responsibilities

• Conduct in-depth financial reviews to understand clients' goals.
• Advise on pensions, savings, investments, and trusts.
• Utilize company-provided leads to grow client base.

Skills

Client-centric approach

Excellent interpersonal skills

Proven business development

Holistic financial planning

Education

Full Level 4 Diploma in financial planning or equivalent

Job description

A leading financial services firm is seeking an Independent Financial Planner to provide comprehensive financial advice to clients remotely. This role involves building long-term relationships, conducting financial reviews, and formulating strategies to meet clients' goals. Ideal candidates will have a Level 4 Diploma, proven business development skills, and the ability to maintain excellent client relationships. Excellent remuneration and support are offered, with travel required to meet clients in-person.