Remote Financial Planner

Summary

Join Contractor Wealth, a wealth planning practice dedicated to providing tailored financial advice to professionals in the contracting and freelance community. As a Financial Consultant, you will work with clients to provide in-depth reviews of their financial circumstances, analyze information, and design financial strategies.

Responsibilities

• Contacting clients and booking meetings for in-depth reviews of clients’ financial circumstances, current provisions and future aims
• Analysing information and liaising with a Paraplanner / administrator to prepare recommendations best suited to individual clients' requirements
• Researching an approved panel of product providers and providing clients with information on new and existing products and services
• Designing financial strategies
• Keeping up to date with financial products and legislation
• Reviewing Financial Reports generated by a supporting Paraplanner
• Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
• Developing a client bank and maximising opportunities ensuring profitable relationships are built
• Ensuring technical knowledge is maintained and that CPD records are filed in accordance with compliance rules and procedures
• Following a pre-defined review process for clients to ensure that service is delivered in line with the agreed fee / retainer / service level
• Ensuring that internal systems are used effectively and accurately, and that client detail is recorded and kept up to date