Remote Financial Planner — Leads, Paraplanning & Wealth Strategy

JR United Kingdom; Manchester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Wealth Planning firm is seeking an experienced Financial Planner for a fully remote position. This role offers extensive support, including Paraplanning, new business leads, and access to training academies. The ideal candidate should have a diploma and prior experience as a Financial Adviser/Planner. This is a unique opportunity for those looking to advance their careers in a supportive environment.

Qualifications

• Minimum of a Diploma required.
• Experience as a Financial Adviser/Planner.
• Driven and ambitious attitude.

Responsibilities

• Work remotely on financial planning tasks.
• Receive Paraplanning support.
• Collaborate with the Business Development Team.

Skills

Experience as a Financial Adviser / Planner

Ambition

Excellent communication

Education

Diploma in relevant field

Job description

A leading Wealth Planning firm is seeking an experienced Financial Planner for a fully remote position. This role offers extensive support, including Paraplanning, new business leads, and access to training academies. The ideal candidate should have a diploma and prior experience as a Financial Adviser/Planner. This is a unique opportunity for those looking to advance their careers in a supportive environment.