Remote Financial Planner

About the Role

Our client is looking for a qualified and client-centric Financial Planner to join their fully remote team. This role is dedicated to providing comprehensive financial advice and wealth management strategies to individuals and families. You will develop personalised financial plans, focusing on investment, retirement, protection, and estate planning. This is an exceptional opportunity for an experienced planner to operate independently, build their client base remotely, and contribute to the financial well-being of clients across the UK, all within a supportive, technology-driven, and flexible working environment.

Key Responsibilities

• Develop and deliver bespoke financial plans for clients, covering investments, pensions, protection, and inheritance tax.
• Conduct thorough analysis of clients' financial situations, goals, and risk tolerance.
• Research and recommend suitable financial products and investment strategies.
• Maintain excellent client relationships, providing ongoing advice and support.
• Stay updated on financial planning regulations, market developments, and new product offerings.
• Ensure all advice and documentation complies with regulatory requirements (e.g., FCA).

Requirements

• Diploma in Financial Planning (e.g., CII Level 4) or equivalent qualification.
• Minimum of 5 years of experience in financial planning and wealth management.
• Proven track record of building and maintaining a client portfolio.
• Excellent communication, interpersonal, and presentation skills, adapted for remote interaction.
• Strong understanding of financial planning software and investment platforms.

Benefits

• Competitive base salary of 58000 , with attractive bonus structure.
• Fully remote working setup, offering ultimate flexibility.
• Generous holiday allowance and company-backed pension scheme.
• Support for ongoing professional development and relevant certifications.
• Opportunity to shape your own client relationships and build a long-term career.