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Remote Financial Planner — Leads & Full Back‑Office Support
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Remote Financial Planner — Leads & Full Back‑Office Support
Job summary
A leading recruitment consultancy is seeking a proactive Independent Financial Planner for a remote role in the United Kingdom. Candidates will benefit from comprehensive support, including leads and back office assistance. The role includes advising clients on their financial objectives such as pensions and investments, while also focusing on building strong relationships to ensure client satisfaction. An attractive remuneration package and flexible working arrangements are also on offer.
Benefits
Qualifications
- Proven track record in converting lead opportunities.
- Ability to retain excellent ongoing relationships.
- Dedication to doing the right thing for clients.
Responsibilities
- Conduct in-depth reviews to understand clients' financial goals.
- Advise on pensions, savings, investments and financial needs.
- Build relationships with new and existing clients.
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.