Financial Planner

A remote Financial Planner job with something most advisers never get, an almost unlimited flow of warm, pre-qualified leads averaging £500k in investable assets. Build a substantial client bank from home in Guildford, without the pressure of self-generating business.About the firm:This is a privately-owned financial planning firm with a strong regional base and genuine national reach across the UK. Known for high-quality independent advice and an adviser-centric model, the firm backs its planners with technology, administrative infrastructure and premium lead generation. Its warm leads come through a national strategic partnership and regular advertising in major national newspapers, giving advisers a level of brand visibility and client flow that is rare in the market. This is a business built around making its advisers successful.The job:This fully remote Financial Planner job is ideal for an experienced adviser in Guildford or the wider Surrey area who wants volume and quality of leads without the grind of prospecting.Convert a steady flow of high-quality, pre-qualified warm leadsAdvise across investment planning, retirement strategy, estate planning and tax-efficient structuresCreate tailored financial plans aligned with client goals and life stagesBuild long-term client relationships through holistic financial adviceWork with internal teams to deliver strategy-led planningContribute to the firm''s ongoing growthWhat you''ll need:Highly experienced Holistic Financial ..... full job details .....