Financial Planner - Remote

Overview

As a Financial Planner in our East Midlands office, you will join a well-established team of Financial Planners. We’re looking for someone who can confidently navigate our processes, communicate with clarity and empathy, and bring strong organisational skills to manage our clients.

In Short

• Join a well-established team of Financial Planners.
• Deliver personalized financial planning services.
• Transform numbers into actionable financial strategies.
• Build trust and communicate effectively with clients.
• Lead regular reviews to keep plans relevant.
• Offer proactive solutions to client issues.
• Maintain detailed records using CRM.
• Engage in Continuous Professional Development.
• Collaborate closely with team members.

Requirements

• Level 4 Diploma in Financial Planning.
• Minimum 3 years’ experience in a client-facing role.
• A current Statement of Professional Standing.
• Confident using CRM and cashflow modelling tools.
• Experience in an advisory role within an advisory firm.
• Intermediate Excel skills.
• Good energy and ability to build trust with clients.
• A desire to help clients achieve their financial goals.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere policy