Remote Financial Planner Opportunity
We are seeking an experienced Financial Planner to join our team as a Financial Adviser in a remote capacity. This role offers the opportunity to provide exceptional financial planning, advice, and service to clients while enjoying the flexibility of working from home.
The successful candidate will be responsible for managing a client base, generating new client enquiries, converting leads, and undertaking sales and marketing activities in line with local, regional, and national plans.
Key Responsibilities:
* Manage a portfolio of clients to achieve excellent customer outcomes and journey experiences.
* Develop and maintain relationships with external professional connections to identify new business opportunities.
* Stay up-to-date with industry developments, market trends, and regulatory requirements to ensure expert advice is provided.
* Utilize technology to enhance the delivery of services, ensuring efficiency and effectiveness.
To succeed in this role, you will need to possess a Level 4 Diploma qualification in financial planning, have a good track record of providing financial advice, and be able to work effectively in a remote environment.
About the Role:
This is an exciting opportunity for an experienced Financial Planner to join our organization as a Financial Adviser. The ideal candidate will have a proven ability to deliver high-quality financial planning services, build strong relationships with clients, and contribute to the growth and success of the business.
What We Offer:
* A competitive salary package that reflects your experience and qualifications.
* A flexible working arrangement that allows you to work from home and balance your work and personal life.
* Ongoing training and development opportunities to enhance your skills and knowledge.