Remote Financial Planner Role
We are seeking an experienced and qualified financial planner to join our team as a remote financial adviser. This exciting opportunity allows you to work from the comfort of your own home while still being part of a thriving and dynamic firm.
The ideal candidate will have a Level 4 Diploma qualification in financial planning and hold CAS certification. Additionally, they should have excellent communication skills and be proficient in Microsoft Word, Excel, and databases.
The role involves providing exceptional financial planning advice and service to clients, generating new client enquiries, and converting leads into sales. You will also be responsible for undertaking sales and marketing activity in line with local and national plans, working towards achieving or exceeding annual new business revenue targets.
You will work closely with existing clients to provide expert independent advice and ensure that all client reports and advice are compliant with regulatory requirements. A strong understanding of company policies and processes is essential, as well as the ability to maintain 'fit and proper' status through continuous professional development.
Key Responsibilities:
* Manage a client base assigned to you
* Generate new client enquiries and develop sales strategies to convert leads
* Undertake sales and marketing activities to achieve business objectives
* Provide expert financial planning advice to designated clients
* Maintain accurate records and documentation
About the Ideal Candidate
We are looking for a highly motivated and skilled individual who can thrive in a remote working environment. If you have a passion for financial planning, excellent communication skills, and a proven track record of success, we encourage you to apply for this exciting opportunity.