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Remote Financial Planner: Leads & Back-Office Support
Remote / Online - Candidates ideally in
UK
Listed on 2026-01-09
UK
Listing for:
Premier Jobs UK
Full Time, Remote/Work from Home
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking an Independent Financial Planner to provide comprehensive financial advice to clients remotely. This role involves building long-term relationships, conducting financial reviews, and formulating strategies to meet clients' goals. Ideal candidates will have a Level 4 Diploma, proven business development skills, and the ability to maintain excellent client relationships. Excellent remuneration and support are offered, with travel required to meet clients in-person.
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