Job Title: Financial Planner – Fully Remote
Industry: Wealth Management
Location: Peterborough
Salary: £50,000
Job Reference: 9530
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Financial Adviser to join a respectable Wealth Management Company.
They are well respected in Peterborough and are firmly established.
They are actively seeking a Financial Adviser to work Remotely and join the current team who is determined and willing to service an existing profitable client bank.
They have an excellent back office support system.
As an experienced adviser, you should want to build relationships with the existing client bank and help create a plan that’s right for them. So, the very first conversation will simply be listening to the clients circumstances, plans and aspirations. Following on from that the second meeting will be more detailed and understanding what the client has already in place.
My client specialises in whole of market.
Skills and experience required:
* 3 years plus Financial Advisor experience
* CAS status
* In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
* Proven track record of onboarding new clients
* Strong analytical skills and attention to detail
* Excellent communication skills
* Ability to work independently and collaboratively
Benefits:
* Paraplanning support provided
* Remote working
* Long-term career progression opportunities