Remote Self-Employed Financial Planner | Build Your Own Book

Consult; Greater London; Híbrido; GBP 60.000 - 100.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work flexibility

Self-employed AR model

Compliance support

Investment platform access

Cloud-based tools

Partner route opportunity

Descripción de la vacante

PRG Financial Planners is seeking an experienced financial planner to join as a self-employed Appointed Representative under the Quilter AR model. You’ll run your own client bank and shape your diary, with the freedom to work from home or other locations.

You’ll benefit from Quilter regulatory cover, infrastructure to support growth, and access to investment platforms, while keeping your own client relationships and autonomy to build a lasting practice.

Formación

• Diploma level 4 (DipPFS, DipFA or equivalent) or higher.
• Current experience giving regulated advice.
• A sound grasp of financial planning, cashflow modelling and suitability.
• Comfortable operating as a self-employed professional.
• Self-disciplined and happy managing your own time and location.
• Strong client communication and relationship skills.

Responsabilidades

• Advise clients on retirement planning, investments, pensions, protection and inheritance planning
• Build and manage your own client bank
• Run fact-finds, produce suitability reports and deliver clear, ongoing advice, face to face or by video
• Carry out annual reviews and build long-term client relationships
• Work within Quilter’s compliance framework, with PRG support
• Collaborate with our mortgage, protection and planning colleagues on joint cases and referrals
• Take part in the PRG community: case discussions, shared learning and growth planning

Conocimientos

Regulated advice

Cashflow modelling

Suitability reports

Client relationships

Educación

DipPFS or DipFA or equivalent

Descripción del empleo

PRG Financial Planners is seeking an experienced financial planner to join as a self-employed Appointed Representative under the Quilter AR model. You’ll run your own client bank and shape your diary, with the freedom to work from home or other locations.

You’ll benefit from Quilter regulatory cover, infrastructure to support growth, and access to investment platforms, while keeping your own client relationships and autonomy to build a lasting practice.