Remote Financial Planner - Shape Clients' Futures

Atomos Investments Limited; Remote; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm is seeking an experienced Financial Planner to join their team in Nottingham. Candidates should have at least 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and excellent communication skills. The role entails delivering personalized financial strategies and conducting client reviews. Benefits include a competitive pension scheme, 26 days holiday, and private medical insurance.

Benefits

Competitive pension scheme

26 days holiday

Private medical insurance

Qualifications

• At least 3 years of client-facing experience in financial services.
• Strong ability to communicate effectively with clients.

Responsibilities

• Deliver personalized financial strategies for clients.
• Conduct client reviews to ensure satisfaction.
• Maintain detailed records of client interactions.

Skills

Client communication

Financial strategy development

Education

Level 4 Diploma in Financial Planning

Job description

A financial services firm in the UK is seeking an experienced Financial Planner to join their team in Nottingham. The ideal candidate will have at least 3 years of client-facing experience, a Level 4 Diploma in Financial Planning, and a strong ability to communicate effectively. Responsibilities include delivering personalized financial strategies, conducting client reviews, and maintaining detailed records. This role offers a competitive pension scheme, 26 days holiday, and private medical insurance.