Financial Planning Consultant

Location: England, UK; home-based and predominantly remote, with occasional face-to-face meetings required

Company

hirify.global is a wealth management business providing financial advice, investment platforms, multi-asset investment solutions, and discretionary fund management.

What you will do

• Provide predominantly remote financial advice to existing and new clients through Microsoft Teams and telephone.
• Conduct annual reviews and provide pre-retirement, post-retirement, investment, and protection advice.
• Identify client financial needs and recommend suitable investment and advice solutions.
• Assess complex client requirements and provide appropriate advice or refer clients to specialists.
• Support strategic initiatives, including the movement of back-book assets under advice.
• Contribute to wider financial planning team priorities and positive customer outcomes.

Requirements

• Level 4 Diploma in Financial Advice is essential.
• Strong knowledge of the financial services industry and extensive financial planning experience.
• Previous or current experience as a Financial Planner.
• Clear communication skills and the ability to work professionally, ethically, and with care toward clients.
• Ability to manage relationships, deliver detailed KPIs, adapt to changing requirements, and work under pressure.

Culture & Benefits

• Permanent full-time employment with a predominantly remote working arrangement.
• 26 days of holiday, equivalent to 182 hours.
• Eligibility for the hirify.global Incentive Scheme.
• Non-contributory company pension scheme with the option for additional personal contributions.
• Private medical insurance, life assurance at four times salary, and income protection covering 75% of salary less state benefits after 26 weeks of absence.
• Flexible benefits for UK employees, available through salary deduction.