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Remote Financial Planner

Ferguson Dean

Liverpool City Region

Remote

GBP 50,000 - 65,000

7 days ago
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Job summary

An innovative firm offers a remote financial planning role, providing all clients from a vast network. This exciting opportunity allows you to work with a diverse client base, including prestigious public sector firms and top FTSE 100 companies. You'll benefit from ongoing support and development while having the flexibility to work from anywhere in the UK. With a competitive salary range and potential for six-figure earnings from the second year, this role is perfect for driven professionals looking to make a significant impact in the financial sector.

Benefits

All clients provided

Work from anywhere in the UK

Ongoing support and development

Qualifications

  • Experience in developing business from existing clients is essential.
  • Knowledge of pensions, especially NHS pensions, is beneficial.

Responsibilities

  • Manage a diverse client base, including public sector and FTSE 100 firms.
  • Develop new business opportunities from existing clients.

Skills

Business Development

Client Relationship Management

Pensions Knowledge

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.


About the Role: 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. Key benefits include:

  1. All clients provided
  2. Work from anywhere in the UK
  3. Diverse client base, including top-tier firms
  4. Ongoing support and development

Salary is £50k to £65k depending on experience with six-figure earnings from year two.

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