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- Tasks: Help high-net-worth clients with tailored financial advice and grow your own business.
- Company: Join a top blue-chip firm known for its award-winning services and rapid growth.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and a full home office setup.
- Why this job: This role offers career progression, client support, and a chance to make a real impact.
- Qualifications: Must have a full Diploma in financial planning and a proven track record of success.
- Other info: Work from home with a supportive team and access to resources for your success.
The predicted salary is between 40000 - 64000 £ per year.
the legal right to work in the UK
-
a demonstrable proven track record of consistent success within your current role
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full Diploma in financial planning
Posted Today by Resource Matters Ltd
New
View all jobs
£50,000 – £80,000 per annum
Poole , Dorset
Permanent, full-time
Work from home
Be one of the first ten applicants
Home Based Employed Financial Planner – Clients Provided, client recruiting now!
£50,000 – £80,000 Basic + Car allowance + pension + Quarterly bonuses
Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth.
We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.
The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.
Financial Planner employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to highlight your proven track record of success in your current role during any conversations or interviews. Be ready to share specific examples of how you've achieved results and contributed to your previous employers.
✨Tip Number 2
Network with other financial professionals and industry leaders. Attend relevant events or webinars where you can meet potential colleagues or clients, as personal connections can often lead to job opportunities.
✨Tip Number 3
Familiarize yourself with the unique business model of the company you're applying to. Understanding their approach to providing tailored holistic financial advice will help you align your experience with their needs.
✨Tip Number 4
Prepare to discuss how you can leverage the support systems they provide, such as research and paraplanning, to enhance your performance and client satisfaction. This shows that you're not just a great planner but also a team player.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Highlight Your Experience: Make sure to showcase your proven track record of success in your current role. Use specific examples and metrics to demonstrate how you've excelled as a Financial Planner or in similar positions.
Emphasize Qualifications: Clearly state your full Diploma in financial planning. This is a key requirement for the position, so ensure it stands out in your CV and cover letter.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Mention your experience with high-net-worth clients and how you can contribute to the company's growth and success.
Professional Presentation: Ensure that your application documents are professionally formatted and free of errors. A polished presentation reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Resource Matters Ltd
✨Show Your Track Record
Be prepared to discuss your proven track record of success in financial planning. Highlight specific achievements and how they relate to the role you're applying for.
✨Demonstrate Your Knowledge
Make sure you have a solid understanding of the financial products and services relevant to high-net-worth clients. This will show that you are well-prepared and knowledgeable.
✨Emphasize Client Relationships
Discuss your experience in building and maintaining client relationships. Share examples of how you've successfully managed client expectations and delivered tailored advice.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's business model and support systems. This demonstrates your interest in the role and helps you assess if it's the right fit for you.