Financial Planner

Openwork Services Limited; London; Remote; GBP 30,000 - 70,000; Full time

Job description

Whether you are an experienced or inexperienced financial planner, you can benefit from the flexibility to work remotely, set your own hours, and enjoy no micromanagement or targets, enabling you the freedom to run your own business. You will also benefit from a high 80% commission split as standard, along with in-house supervision, support, and training, allowing you to concentrate on delivering exceptional advice as a Financial Planner.

Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments, with an unwavering commitment to service standards and client satisfaction.

As a Financial Planner, your Roles & Responsibilities include:

1. Meet with clients to understand their financial goals.
2. Providing strategic advice across a variety of financial investments, products, and services.
3. Conduct regular, ongoing advice to ensure goals and performance.
4. Build and develop your business to achieve your goals.
5. Complete continued professional development to ensure you stay up to date on industry regulation and products.

Required Skills & Qualifications as a Financial Planner:

1. Must be Level 4 DipFA or CII Diploma qualified.
2. Strong communication skills.
3. No experience necessary.
4. Ability to work independently and as part of a team.

Financial Planner Benefits:

1. Competitive Commission Split: Enjoy an attractive commission split of 80%.
2. No Micromanagement: They trust their advisers and provide a supportive environment without constant oversight.
3. Nationwide opportunities.
4. Supportive Team: Be part of a team that values collaboration and regularly hosts in-person events.
5. In-House Training and Compliance Support: Benefit from continuous professional development and robust compliance support.
6. Flexible Client Meetings: They understand the importance of flexibility. Meet your clients virtually, by phone, or in person at a time and place that suits them.
7. Growth Opportunities: They are dedicated to helping you grow your business with our extensive support system.
8. Team camaraderie: Work with like-minded individuals with the opportunity to attend quarterly team training events and share best practices.

If you are passionate about providing top-notch financial advice and are ready to take your Financial Planning career to the next level, we have the place for you. Become part of a team that values expertise, flexibility, and client satisfaction by applying today.