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Remote Financial Planner
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Liverpool
Remote
GBP 50,000 - 65,000
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Job summary
An innovative firm is offering an exciting opportunity for a remote financial planning role. You'll have the advantage of receiving clients from a broad network and high-profile seminars, allowing you to focus on building relationships with a diverse client base, including top-tier firms. This role promises ongoing support and development, ensuring you have the tools to succeed. With a competitive salary range and the potential for six-figure earnings from year two, this position is perfect for those looking to advance their career in financial planning while enjoying the flexibility of working from anywhere in the UK.
Benefits
All clients provided
Work from anywhere in the UK
Ongoing support and development
Qualifications
- Proven experience in developing new business from existing clients.
- Experience in pensions is beneficial but not essential.
Responsibilities
- Manage a diverse client base from public sector to FTSE 100 firms.
- Develop new business opportunities from existing clients.
Skills
Business Development
Client Management
Pensions Knowledge
Job description
Job Description
About the Company - Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars. You'll work with clients from public sector firms right through to FTSE 100 companies.
The firm has a dedicated team focused on vetting clients to ensure they are qualified prior to any meeting.
Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. You must have a track record in developing new business from existing clients.
- All clients provided
- Work from anywhere in the UK
- Diverse client base, including top-tier firms
- Ongoing support and development
Salary is £50k to £65k depending on experience with six figure earnings from year two.
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