Financial Planner

Financial Planner – New Business (Remote) Location: Fully Remote – UK-based Salary: Negotiable, dependent on experience Job Type: Full-time, Permanent Bonus: Performance-related About the Opportunity An exciting opportunity has arisen for an experienced Financial Planner to join a growing financial services business in a commercially focused, fully remote role. This position is ideal for an adviser who enjoys building client relationships, delivering high-quality financial advice and winning new business, without the need to bring an existing client bank. You will work with a dedicated lead generation team that supplies prospective client enquiries, allowing you to focus on understanding clients' needs, presenting appropriate financial solutions and converting opportunities into long-term advisory relationships. The successful candidate will combine strong technical financial planning knowledge with excellent communication skills, commercial awareness and a genuine drive to achieve results. You will be comfortable engaging with prospective clients, discussing investment strategies and guiding them through the decision-making process. This is an opportunity to concentrate on advising and acquiring new clients, supported by an established lead generation function and wider operational support. Key Responsibilities New Business Development and Lead Conversion Manage and respond to inbound enquiries supplied by the internal lead generation team. Conduct initial client meetings to