Remote Independent Financial Planner – New Client Advisory

Remote Independent Financial Planner – New Client Advisory

Full-Time 49500 - 60500 Β£ / year (est.) Working from home possible
IRCFS - International Recruiters - Connecting Financial Specialists Limited

At a Glance

  • Tasks: Engage new clients and deliver independent financial recommendations online.
  • Company: Growing financial planning business with a focus on client engagement.
  • Benefits: Structured training programme and ongoing support for your career development.
  • Other info: Join a supportive team and enjoy flexible working arrangements.
  • Why this job: Make a real difference in clients' financial lives while working remotely.
  • Qualifications: Strong communication skills and a passion for financial planning.

The predicted salary is between 49500 - 60500 Β£ per year.

IRCFS - International Recruiters - Connecting Financial Specialists Limited seeks an Independent Financial Planner for a growing financial planning business. You will engage new clients by phone and online, complete fact finds and deliver compliant, independent recommendations across pensions, investments and protection.

You will work with the administration, research and compliance teams, focus on new business, and benefit from a structured four-week training programme plus support.

Remote Independent Financial Planner – New Client Advisory employer: IRCFS - International Recruiters - Connecting Financial Specialists Limited

IRCFS - International Recruiters is an excellent employer for aspiring financial professionals, offering a supportive work culture that prioritises collaboration and growth. With competitive salaries, performance bonuses, and full study support towards Chartered status, employees are empowered to enhance their skills and advance their careers in the vibrant city of London. Join a team that values modern financial planning strategies and fosters meaningful client relationships.

IRCFS - International Recruiters - Connecting Financial Specialists Limited

Contact Details:

IRCFS - International Recruiters - Connecting Financial Specialists Limited Recruitment Team

We think you need these skills to ace Remote Independent Financial Planner – New Client Advisory

Client Engagement
Fact-Finding
Financial Planning
Pensions Knowledge
Investment Knowledge
Protection Advice
Compliance Awareness