Remote-Ready Financial Planner — Client Advisory

Atomos; Nottingham; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm based in Nottingham is looking for an experienced Financial Planner to join their established team. You will be instrumental in delivering personalized financial strategies, engaging with clients to understand their unique needs and ensuring alignment with their financial goals. The ideal candidate has over 3 years of experience in a client-facing role, holds a Level 4 Diploma in Financial Planning, and is confident in using CRM tools and cashflow modelling. This position provides a competitive salary, benefits, and opportunities for professional growth.

Benefits

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years' experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing is required.
• Experience in an advisory or technical role within an advisory firm.

Responsibilities

• Deliver personal financial planning tailored to clients' unique stories.
• Transform financial data into actionable strategies.
• Lead regular reviews to keep financial plans relevant and effective.

Skills

Client management

Financial analysis

Communication

Trust building

Proactive problem solving

Education

Level 4 Diploma in Financial Planning

Tools

CRM tools

Cashflow modelling tools

Excel (v:lookups, pivot tables)

Job description

A financial services firm based in Nottingham is looking for an experienced Financial Planner to join their established team. You will be instrumental in delivering personalized financial strategies, engaging with clients to understand their unique needs and ensuring alignment with their financial goals. The ideal candidate has over 3 years of experience in a client-facing role, holds a Level 4 Diploma in Financial Planning, and is confident in using CRM tools and cashflow modelling. This position provides a competitive salary, benefits, and opportunities for professional growth.