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Remote Based Financial Planner

Ferguson Dean Limited.

Liverpool

Remote

GBP 50,000 - 65,000

Full time

10 days ago

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Job summary

An innovative firm is offering a remote financial planning role that connects you with clients from various sectors, including FTSE 100 companies. This position provides all clients through an extensive network, ensuring you can focus on building relationships and developing new business. With ongoing support and development, you’ll have the chance to excel in your career while enjoying the flexibility to work from anywhere in the UK. This is a fantastic opportunity for those looking to make a significant impact in the financial planning sector.

Benefits

All clients provided
Work from anywhere in the UK
Ongoing support and development

Qualifications

  • Proven track record in developing new business from existing clients.
  • Experience in pensions is beneficial but not essential.

Responsibilities

  • Manage client relationships and develop new business opportunities.
  • Work with a diverse client base, including top-tier firms.

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:

  • 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.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

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