About Company
Foster Denovo is an award-winning firm of financial advisers, dedicated to providing bespoke financial planning and wealth management solutions across the UK. Established with a vision to offer truly independent and client-centric advice, we pride ourselves on building long-lasting relationships based on trust, integrity, and exceptional service. Our comprehensive approach covers retirement planning, investments, protection, and estate planning, ensuring our clients achieve their financial goals. We are committed to fostering a supportive and innovative environment for our team, empowering our consultants to deliver the highest standard of advice using cutting-edge tools and a collaborative culture. Join a team that values expertise, client satisfaction, and professional growth.
Job Description
Are you an experienced and highly motivated Financial Planning Consultant seeking the flexibility and autonomy of a home-based role? Foster Denovo is expanding its team and looking for a dedicated professional to join us as a Work from Home Financial Planning Consultant, serving clients predominantly within the Croydon and wider Greater London area, while enjoying the benefits of remote work. This is an exceptional opportunity for a self-starter who thrives on building strong client relationships, providing expert financial guidance, and contributing to the financial well-being of individuals and families. You will be instrumental in helping clients navigate complex financial landscapes, from wealth accumulation and investment strategies to retirement solutions and intergenerational planning. Your role will involve conducting thorough financial reviews, developing personalised financial plans, and ensuring ongoing client engagement and satisfaction. While primarily remote, you will have access to our robust virtual infrastructure, comprehensive administrative support, and continuous professional development opportunities to ensure you remain at the forefront of the industry. We foster a culture of excellence and offer a rewarding career path for those committed to making a tangible difference in clients’ lives. If you possess a strong ethical compass, a passion for financial planning, and the ability to operate effectively in a home-based environment, we encourage you to apply and become a valued part of our growing success story.
Key Responsibilities
- Conduct comprehensive financial reviews with clients to understand their financial objectives, risk tolerance, and personal circumstances.
- Develop and present tailored financial plans covering investments, pensions, protection, and estate planning strategies.
- Proactively manage and nurture a portfolio of clients, ensuring regular communication and ongoing review of their financial position.
- Provide expert advice on a wide range of financial products and services, ensuring suitability and adherence to regulatory standards.
- Maintain up-to-date knowledge of financial markets, products, and regulatory changes (FCA guidelines).
- Prepare accurate and compliant client documentation, including suitability reports and client agreements.
- Collaborate with internal support teams to streamline administrative processes and enhance client service.
- Actively participate in continuous professional development and training initiatives.
- Achieve agreed-upon business targets and client service metrics.
Required Skills
- Minimum of 4 years experience as a Financial Adviser or Planner in the UK.
- Level 4 Diploma in Financial Planning (DipPFS) or equivalent.
- Proven track record of building and managing a client portfolio.
- In-depth knowledge of financial products, services, and regulatory requirements.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving abilities.
- Self-motivated, disciplined, and able to work independently in a remote setting.
- Proficiency with financial planning software and CRM systems.
Preferred Qualifications
- Advanced Diploma in Financial Planning (APFS) or working towards Chartered status.
- Experience with remote client engagement tools and virtual meeting platforms.
- Existing client bank or demonstrable ability to generate new business through referrals and networking.
- Specialist qualifications in areas such as Long Term Care, Equity Release, or Taxation.
Perks & Benefits
- Competitive salary package with attractive commission structure.
- Comprehensive benefits package including private medical insurance and life assurance.
- Generous pension scheme contributions.
- Opportunities for professional development and support for further qualifications.
- Flexible working arrangements and a supportive remote work environment.
- Access to a wide range of cutting-edge technology and planning tools.
- Collaborative and inclusive company culture.
- Regular virtual team events and support initiatives.
How to Apply
Interested candidates are invited to apply by clicking on the application link below. Please ensure your CV and a cover letter outlining your experience and suitability for a remote role are attached to your application. We look forward to hearing from you.