Nationwide · Fully Remote

Financial Planner - 2 year pathway.

This opportunity is for ambitious wannabe financial planners who are willing and able to focus on an intense two year period of development for themselves and their business.

Novice to professionally qualified Financial Planner in 2 years.

This is a two year training programme to support you in becoming a professionally qualified and authorised financial advisor, working for yourself and not others.

Whilst this is a self employed role, you will need to dedicate full time hours towards it at the outset. These hours will be a blend of studying, working with clients and marketing yourself & your business. Once you are 2 years in and have completed your qualification, the working hours can reduce, and the pay will increase.

Building a business is demanding, and you will need to be determined and capable of passing the technical qualifications required for the role.

Locations: Nationwide
Remote status: Fully Remote

Benefits of the role

Earning Potential & Regulation Covered

Estimated £39,000 in year 2 and over £135,000 from year 5, with unlimited earning potential. All regulatory and professional indemnity requirements are taken care of, so you can focus on growing your financial planning practice.
Training, Mentoring & Qualification

Become a regulated professional with a nationally recognised qualification, supported by structured training and ongoing mentoring to help you achieve competent adviser status.
Flexibility & Community

Fully remote model offering the freedom to work when and where you want, while being part of a supportive network of financial planners collaborating and rising up together.
Purpose & Personal Fulfilment

Enjoy professional recognition in a rewarding career that empowers others, creates a ripple effect of financial confidence, and helps close the gender wealth gap.

The Ideal candidate will be...

Financially Engaged & Curious

Has a strong interest in personal finance, both for themselves and others, and is curious about how the financial economy works.
A People-Oriented Collaborator

Energised by interactions with others, enjoys building long-term relationships, and thrives in a supportive, collaborative team where resources and knowledge are shared.
A Driven & Organised Go Getter

Ready for a challenge, capable of studying for and passing degree-level qualifications, while staying organised, self-disciplined, and productive.
A Gifted & Clear Communicator

Able to articulate information in an easily understood manner and communicate effectively to support and educate others.

What will my first two years look like?

Diploma studies

Passing the technical qualifications required for the role. This consists of 6 exams which make up the Diploma in Regulated Financial Planning.
Building your own business

Building and expanding your business and your client bank, including Marketing & PR activity. Full training & support is provided for this.
Social media marketing

Managing your social media, reaching out to groups & communities to generate your own leads.
Client meetings

Learn how to take your clients through our 5 meeting financial planning process. First by observing, then by assisting, then running your very own client meetings. Coaching them to make better financial decisions.
Compliance processes

Learn how to embed the necessary processes so that your practice meets the regulated requirements. Assist the adviser in providing regulated advice and produce compliant suitability reports.
Shadowing

Assist the financial adviser to learn how to review clients existing plans, and how to provide feedback.

Predicted earnings

All whilst earning a salary of up to £38,000 by the end of your second year. After this the earning potential is unlimited dependant on what you put in, but is expected to exceed £100,000 by your 5th year.

end of year 1

£8,500

18 clients

end of year 2

£38,000

66 clients

end of year 3

£86,500

102 clients

end of year 5

£138,500

174 clients

end of year 4

£112,500

138 clients

Start up costs - what will I need to get started?

Equipment

You will need a laptop with a working camera & microphone, as well as a printer, and a scanner. You will also need a working internet connection, but that goes without saying!
Back office systems

There will be some ongoing costs and licenses that you will need to pay for, such as cashflow modelling systems and some back office stuff. You should allow around £150 a month for these.
Exams

You will also need to pay for the exams that make up the Diploma in Regulated Financial Planning, as well as the study guides to accompany these. This will be an investment of around £1,200 spread across the 2 years.