Remote Financial Planner - Build Client Futures

Atomos Investments Limited; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm based in London is seeking a dynamic Financial Planner to guide clients in achieving their financial goals. The role involves working closely with clients to deliver personal financial strategies and utilizing a CRM for record maintenance. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 3 years of relevant experience. This position offers excellent benefits including a competitive pension scheme, private medical insurance, and flexible working arrangements.

Benefits

Competitive Pension Scheme - 6% employer contribution

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Qualifications

• Minimum 3 years’ experience in a client-facing Financial Planning role.
• A current Statement of Professional Standing is required.
• Experience in an advisory or technical role gained within an advisory firm.

Responsibilities

• Deliver financial planning that feels personal based on unique client stories.
• Transform numbers into smart, actionable strategies for clients.
• Lead regular reviews to keep financial plans relevant.

Skills

Client relationship management

Financial planning

CRM software

Cashflow modelling

Excel

Education

Level 4 Diploma in Financial Planning

Tools

CRM

Cashflow modelling tools

Job description

A financial services firm based in London is seeking a dynamic Financial Planner to guide clients in achieving their financial goals. The role involves working closely with clients to deliver personal financial strategies and utilizing a CRM for record maintenance. Ideal candidates will have a Level 4 Diploma in Financial Planning and at least 3 years of relevant experience. This position offers excellent benefits including a competitive pension scheme, private medical insurance, and flexible working arrangements.