Financial Planner

TL;DR

Financial Planner (Fintech SaaS): Provide remote independent financial advice using pioneering technology with an accent on compliance, product research, record keeping, and client recommendations. Focus on overseeing automated advice referrals, building model office experiences, and supporting team development as a subject matter expert.

Must be currently located in the UK and possess full rights to work in the UK. Fully remote with flexible hybrid option from London, Leamington Spa or Edinburgh offices and approximately one in-person team meeting every six weeks.

£60,000 - £80,000 / year

Company

SaaS platform providing digital financial advice tools for consumers and advisers, owned by Royal London, serving UK wealth managers, banks, pension providers and insurers.

What you will do

• Provide compliant remote financial advice to clients using technology solutions.
• Oversee client advice files, including recommendations, suitability reports and communications.
• Act as tester, user and advocate for technology to build model office experiences.
• Support Personal Advice Team as subject matter expert and develop team members.
• Handle referrals from automated advice journeys and meet business objectives.
• Collaborate with product and advice teams to shape future developments.

Requirements

• Minimum QCF Level 6 and Competent Adviser Status (CAS)
• Currently located in the UK with full rights to work (no sponsorship)
• Demonstrable track record in financial services advice roles
• Understanding of regulated sector, affordable advice challenges and remote advice
• Experience with product/fund research tools, compliant recommendations and suitability reports
• Strong client interaction via telephone/email/face-to-face and objection handling
• Maintain CPD for Statement of Professional Standing (SPS) and fulfil CF30 requirements

Nice to have

• Process improvement implementation
• Supporting and developing others

Culture & Benefits

• Flexible working with sustainable work/life balance and psychological safety
• 25 days annual leave + bank holidays, birthday off, extra holiday purchase and length-of-service days
• Company pension up to 10% employer contribution, life assurance 4x salary
• Private medical/dental insurance, health cash plans, enhanced parental leave
• £500 pension advice, 6 paid development days, £500 training budget, funded memberships
• Salary sacrifice schemes for car, cycle, home/tech; gym discounts, EAP