Remote Financial Planner: Shape Client Futures

Atomos Investments Limited; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm in Manchester is seeking a proactive Financial Planner to deliver exceptional client service and build lasting relationships. The ideal candidate will have experience in client-facing roles, a Level 4 Diploma in Financial Planning, and proficiency with CRM tools. This role offers a competitive pension scheme, 26 days of holiday, and a work-from-anywhere policy. If you have a passion for helping clients achieve their financial goals, we’d love to hear from you.

Benefits

Competitive Pension Scheme

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 within an advisory firm.

Responsibilities

• Deliver personalized financial planning.
• Transform numbers into actionable strategies.
• Lead regular client reviews to stay results-focused.

Skills

Client-facing experience

Energy

Problem-solving

Communication skills

Education

Level 4 Diploma in Financial Planning

Tools

CRM software

Cashflow modelling tools

Excel

Job description

A financial services firm in Manchester is seeking a proactive Financial Planner to deliver exceptional client service and build lasting relationships. The ideal candidate will have experience in client-facing roles, a Level 4 Diploma in Financial Planning, and proficiency with CRM tools. This role offers a competitive pension scheme, 26 days of holiday, and a work-from-anywhere policy. If you have a passion for helping clients achieve their financial goals, we’d love to hear from you.