RGH-Global Limited is seeking an experienced Financial Planner for a fully remote New Business role in the UK. You will build client relationships, deliver high-quality financial advice and convert opportunities into long-term advisory relationships, supported by a dedicated lead generation team.
You will focus on inbound enquiries, presenting suitable investment solutions, and expanding assets under management, while ensuring regulatory compliance and professional standards.
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Remote Financial Planner - New Business & Growth in London employer: RGH-Global Limited
Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.