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- Tasks: Help clients achieve their financial goals with expert advice and planning.
- Company: Join a dynamic team focused on innovative financial solutions and client success.
- Benefits: Enjoy remote work flexibility, comprehensive training, and top-notch software support.
- Why this job: Elevate your career with hands-on experience and a collaborative environment.
- Qualifications: Must have a Diploma and experience as a Financial Adviser or Planner.
- Other info: Connect with new clients and leverage business development resources.
The predicted salary is between 36000 - 60000 £ 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
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Financial Advice
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Financial Planning
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Paraplanning
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Wealth Management
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New Clients
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financial adviser
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home based
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remote working
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new clients
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new business introductions
Financial Planner employer: Pinstripe Personnel
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to highlight your experience in financial advice and planning during the interview. Be prepared to discuss specific cases where you've successfully managed client portfolios or developed tailored strategies.
✨Tip Number 2
Familiarize yourself with the latest market trends and software tools used in financial planning. This will not only show your commitment to staying updated but also demonstrate your readiness to leverage technology in your role.
✨Tip Number 3
Network with professionals in the industry, especially those who have experience in paraplanning and wealth management. They can provide valuable insights and may even refer you to opportunities within their networks.
✨Tip Number 4
Prepare thoughtful questions about the company's approach to business development and client acquisition. This shows your interest in contributing to their growth and helps you assess if their values align with yours.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser/Planner. Emphasize relevant skills such as Financial Advice, Wealth Management, and your ability to work with new clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and drive. Mention specific experiences that demonstrate your expertise in Financial Planning and how you can contribute to the company's success.
Highlight Relevant Qualifications: Clearly state your qualifications, including your Diploma and any additional certifications. This will help establish your credibility and suitability for the role.
Follow Up: After submitting your application, consider following up with Douglas McDougall to express your enthusiasm for the position and inquire about the next steps in the hiring process.
How to prepare for a job interview at Pinstripe Personnel
✨Showcase Your Financial Expertise
Be prepared to discuss your experience in financial planning and advice. Highlight specific cases where you've successfully managed client portfolios or developed tailored strategies, as this will demonstrate your capability and knowledge in the field.
✨Emphasize Your Paraplanning Skills
Since the role includes paraplanning support, be ready to talk about your experience with paraplanning tasks. Discuss how you have collaborated with paraplanners in the past and how this has enhanced your service delivery to clients.
✨Demonstrate Your Business Development Acumen
The job mentions new business introductions and leads, so share examples of how you've successfully attracted new clients or expanded your client base. This could include networking strategies, marketing initiatives, or referral programs you've implemented.
✨Prepare Questions About Support and Training
Since the company offers training academies and workshops, prepare thoughtful questions about these opportunities. This shows your eagerness to grow and adapt, and it also helps you understand how the company invests in its employees' development.
