Remote Financial Planner: Shape Clients' Futures with Strategy

Atomos Investments Limited; Nottingham; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A financial advisory firm in Nottingham seeks a proactive Financial Planner with at least 3 years of client-facing experience. The role involves delivering tailored financial strategies and exceptional client service. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong communication skills. Benefits include competitive pension contributions, 26 days holiday, and private medical insurance. A Work From Anywhere policy is also provided.

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 gained within an advisory firm is beneficial.

Responsibilities

• Deliver personal financial planning tailored to each client's unique story.
• Transform financial data into actionable strategies.
• Build trust and provide clear and understandable advice.
• Lead regular reviews to ensure plans stay relevant and results-focused.
• Offer proactive solutions to potential client challenges.
• Maintain accurate records of client interactions using CRM.
• Collaborate with team members to enhance service delivery.

Skills

Level 4 Diploma in Financial Planning

Client-facing experience

Strong communication skills

Proficiency in CRM and cashflow modelling tools

Intermediate Excel skills

Problem-solving abilities

Education

Level 4 Diploma in Financial Planning

Job description

A financial advisory firm in Nottingham seeks a proactive Financial Planner with at least 3 years of client-facing experience. The role involves delivering tailored financial strategies and exceptional client service. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong communication skills. Benefits include competitive pension contributions, 26 days holiday, and private medical insurance. A Work From Anywhere policy is also provided.