This exciting, employed, remote based Independent Financial Planner job is the full package The business will provide you with leads, existing clients and full back office support This proposition is well suited to proactive Financial Planner who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients. Plus, you will receive up to 8 pre-qualified leads per month, enabling you to grow your client bank even further. You should focus on conducting in-depth reviews to understand your client’s current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients’ pensions, savings, investments and other financial needs. Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone / video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals. Financial Planner Requirements You must hold full Level 4 Diploma in financial planning or equivalent You must have a proven track record in converting lead opportunities You must have a proven track record of retaining excellent ongoing relationships, ideally from acquired clients or taking over servicing from another Advisor You should have a client centric approach and have dedication to doing the right thing for clients You should have excellent interpersonal skills, approachability, professionalism and good IT skills Financial Planner Support Our client en