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Financial Planner
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Pinstripe Personnel
Financial Planner

Financial Planner

Glasgow Full-Time 60000 - 84000 £ / year (est.)
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At a Glance

  • Tasks: Help clients achieve their financial goals with expert planning and support.
  • Company: Join an award-winning Wealth Planning firm known for its growth and innovation.
  • Benefits: Enjoy a fully remote role with top-notch training and business development support.
  • Why this job: This is your chance to elevate your career in a dynamic, supportive environment.
  • Qualifications: You need a Diploma and experience as a Financial Adviser/Planner.
  • Other info: Work with leading software and tailored retirement strategies.

The predicted salary is between 60000 - 84000 £ per year.

This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions / leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit / retirement strategies.

You will be minimum of Diploma and have experience as a Financial Adviser / Planner. Please send your CV to Douglas McDougall for more information on this opportunity.

Required skills

  • Financial Advice

  • Financial Planning

  • Paraplanning

  • Wealth Management

  • New Clients

  • financial adviser

  • home based

  • remote working

  • new clients

  • new business introductions

Financial Planner employer: Pinstripe Personnel

Join an award-winning Wealth Planning firm that values your ambition and expertise as a Financial Planner. With a fully remote setup across the UK, you will benefit from comprehensive Paraplanning support, access to new business leads, and a dedicated Business Development Team, all while enjoying a culture of continuous learning through training academies and specialist workshops. This is not just a job; it's a chance to grow your career in a supportive environment that prioritizes your professional development and offers tailored strategies for your future.
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Contact Detail:

Pinstripe Personnel Recruiting Team

View Pinstripe Personnel Profile

StudySmarter Expert Advice 🤫

We think this is how you could land Financial Planner

✨Tip Number 1

Make sure to highlight your experience in financial planning during any networking opportunities. Connect with other professionals in the industry through LinkedIn or local finance events to increase your visibility.

✨Tip Number 2

Familiarize yourself with the latest market trends and software tools used in wealth planning. Being knowledgeable about these can give you an edge in discussions with potential employers.

✨Tip Number 3

Consider reaching out to current employees at StudySmarter or similar firms to gain insights into their experiences and the company culture. This can help you tailor your approach when applying.

✨Tip Number 4

Prepare for potential interviews by practicing common financial planning scenarios and questions. Demonstrating your problem-solving skills and industry knowledge can set you apart from other candidates.

We think you need these skills to ace Financial Planner

Financial Analysis
Investment Strategies
Client Relationship Management
Regulatory Compliance
Risk Assessment
Retirement Planning
Tax Planning
Communication Skills
Sales Skills
Negotiation Skills
Attention to Detail
Problem-Solving Skills
Time Management
Adaptability
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser/Planner. Emphasize relevant qualifications, such as your Diploma, and any specific achievements in wealth planning that demonstrate your capability.

Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and drive. Explain why you are interested in this particular role and how your experience aligns with the firm's goals and values.

Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Planner, such as client relationship management, financial analysis, and knowledge of market-leading software. Provide examples of how you've successfully utilized these skills in previous roles.

Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring team.

How to prepare for a job interview at Pinstripe Personnel

✨Showcase Your Experience

Be prepared to discuss your previous roles as a Financial Adviser or Planner in detail. Highlight specific achievements and how they relate to the responsibilities of the new position.

✨Understand the Firm's Values

Research the award-winning Wealth Planning firm thoroughly. Understand their mission, values, and the services they offer to clients, so you can align your answers with their goals during the interview.

✨Prepare for Technical Questions

Since this role requires a minimum of a Diploma, be ready to answer technical questions related to financial planning, investment strategies, and retirement solutions. Brush up on relevant regulations and market trends.

✨Demonstrate Your Ambition

This position is for driven and ambitious individuals. Share your career aspirations and how this role fits into your long-term goals. Show that you are eager to grow and contribute to the firm's success.

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