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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 significant growth.
- Benefits: Enjoy a competitive salary, car allowance, bonuses, and a full home office setup.
- Why this job: This role offers professional growth, 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 and enjoy 25 days holiday plus bank holidays!
The predicted salary is between 40000 - 64000 £ per year.
the legal right to work in the UK
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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
Dorchester , 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 the interview. Prepare specific examples that demonstrate how you've consistently achieved or exceeded targets, as this will resonate well with the hiring team.
✨Tip Number 2
Familiarize yourself with the unique business model of the company. Understanding their approach to providing tailored holistic financial advice will help you articulate how your skills and experience align with their needs.
✨Tip Number 3
Network with other professionals in the financial planning industry. Engaging with peers can provide insights into the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 4
Prepare questions that show your interest in the company's growth and client base. Asking insightful questions during the interview can demonstrate your enthusiasm for the role and your commitment to contributing to their success.
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 that you hold a full Diploma in financial planning. This is a key requirement for the position, so make it prominent 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 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.
✨Prepare Questions
Have thoughtful questions ready about the company's business model and support systems. This shows your interest in the role and helps you assess if it's the right fit for you.
