Financial Planning Professional - Home Based

Find Peace of Mind is a fast growing purpose led company, enhancing levels of wellbeing in society by aligning personal finances with desired lifestyles. We are looking for an experienced financial planning professional to join our team.​

 

The successful candidate will have a desire to make a real difference to the lives of clients, as well as the ambition and diligence to drive business growth, improve company operations and ensure the delivery of a remarkable service.

The role will include delivering a structured advice process to support clients in:

  • Identifying what a fulfilling life looks like for them.

  • Understanding their current financial position.

  • Structuring their personal finances to support them in living the lifestyle they desire.

  • Supporting the business owner to drive process improvement, business growth and excellent client outcomes.

 

To be suitable for this role you must have:​

  • A genuine desire to improve the lives of others.

  • A passion for delivering exceptional service.

  • Excellent written and verbal communication skills.

  • QCF Level 4 diploma (minimum) and experience in advising clients.

  • The ability to work in a small team as well as independently.

  • The desire to be involved for the long term in developing an exceptional company.

  • The self-motivation, drive and organisational skills required to work remotely.

 

Also an advantage:​

 

  • Experience in developing and implementing strategic marketing plans including content creation, design, social media management.

  • Process improvement experience.

 

Consideration will be given to part time/flexible hours for the right candidate.

 

To apply, please e-mail your CV and a covering letter to emily@findpeaceofmind.co.uk

Find Peace of Mind is Authorised and Regulated by the Financial Conduct Authority with reference 510117. Registered as a Limited Company In England And Wales No. 06404471. Registered Head Office: Pound House, Meareway, Meare, Glastonbury, Somerset, United Kingdom, BA6 9TY

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