Jobs in Cheltenham, United Kingdom
Remote Financial Planner | Grow Client Wealth
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Remote Financial Planner | Grow Client Wealth
Job summary
A leading wealth management company in Dartford is looking for a Financial Planner to provide remote advice to clients. The ideal candidate will have a Level 4 diploma in Financial Advice and extensive knowledge of Financial Services. Responsibilities include conducting annual reviews, identifying client needs, and supporting strategic initiatives. This role requires excellent communication skills and the ability to work under pressure. The position is permanent and full-time, with some travel required.
Benefits
Qualifications
- Strong knowledge of the Financial Services industry.
- Previous or current Financial Planner status.
- Ability to communicate clearly and effectively.
Responsibilities
- Provide remote Financial Advice to clients via various media.
- Support strategic initiatives related to asset movement.
- Conduct annual reviews and identify complex client needs.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.