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Financial Planner (DipFA) – Home-Based, Nationwide
Job summary
A national financial planning firm is looking for experienced Financial Planners to provide pension and investment advice. You'll work from home, collaborating with a dedicated client services team to ensure all meetings are pre-qualified. Required qualifications include a Level 4 Diploma and at least two years in advisory roles. This company offers an outstanding benefits package and is recognized as one of the best places to work in the Sunday Times rankings.
Benefits
Qualifications
- Minimum 2 years of experience in providing pension and investment advice.
- FCA registered and competent adviser status required.
- Strong advisory background expected.
Responsibilities
- Provide regulated pension and investment advice to clients.
- Build overall financial pictures for clients with high-level care.
- Collaborate with the client services team for appointments.
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.