Financial Planner – Remote (UK wide)

About the role

We are seeking an experienced Financial Planner to join an award‑winning wealth planning firm. The position is fully remote and serves clients across the UK, offering a competitive OTE of over £100,000. You will work alongside a dedicated Business Development team and receive full paraplanning support.

Key responsibilities

• Develop and deliver tailored wealth, retirement and exit strategies for high‑net‑worth clients.
• Manage new business introductions and leads provided by the firm.
• Collaborate with paraplanners, business development specialists and training academies to ensure high‑quality client service.
• Utilise market‑leading software and administration systems to maintain accurate client records.

Required profile

• Minimum Diploma qualification in financial planning or related field.
• Proven experience as a Financial Adviser or Planner, preferably serving affluent clients.
• Strong understanding of wealth management, retirement planning and exit strategies.

Required skills

• Knowledge of UK financial regulations and compliance.
• Ability to interpret and apply complex financial products.

What we offer

• Competitive salary range £85,000‑£120,000 per year.
• Full paraplanning support and regular new‑business leads.
• Access to specialist workshops, training academies and industry‑leading software.
• Opportunity for career progression within a growing firm.