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RGH-Global
Financial Planner
Remote · United Kingdom · Full time · Mid level
About the role
Join a growing financial services business as a Financial Planner focused on new business development and client advisory. Work remotely with a lead generation team to build client relationships and deliver tailored financial advice.
What you’ll do
• Manage inbound enquiries from lead generation team. • Conduct client meetings to understand financial needs. • Present suitable financial planning and investment solutions. • Convert enquiries into client relationships and assets. • Maintain accurate records and manage pipeline.
What you’ll bring
• Level 4 Diploma in Regulated Financial Planning or equivalent. • Experience as regulated Financial Adviser or Planner. • Proven ability to generate new business. • Strong investment and financial planning knowledge. • Excellent communication and relationship-building skills.
Life at RGH-Global
Fully remote role with a dedicated lead generation team and operational support. Benefits include 25 days annual leave, pension scheme, sick pay, income protection, life assurance, and support for professional qualifications.