Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients with financial planning and develop new business relationships.
- Company: Join a leading firm with a vast network and high-profile clients.
- Benefits: Work remotely, receive all clients, and enjoy ongoing support and development.
- Why this job: Great opportunity to work with top-tier firms and earn six figures from year two.
- Qualifications: Experience in pensions is a plus; track record in client development is essential.
- Other info: Flexible working from anywhere in the UK.
The predicted salary is between 40000 - 52000 £ per year.
About the Company - Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars. You'll work with clients from public sector firms right through to FTSE 100 companies. The firm has a dedicated team focused on vetting clients to ensure they are qualified prior to any meeting.
About the Role - Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. You must have a track record in developing new business from existing clients.
- All clients provided
- Work from anywhere in the UK
- Diverse client base, including top-tier firms
- Ongoing support and development
- Salary is £50k to £65k depending on experience with six figure earnings from year two.
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Based Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with NHS pensions. Attend relevant webinars or seminars to connect with potential colleagues and clients, as this can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting public sector firms. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your previous successes in developing new business from existing clients during interviews. Have specific examples ready that showcase your ability to build relationships and generate revenue, as this is a key aspect of the role.
✨Tip Number 4
Research StudySmarter and our approach to client management. Understanding our values and how we support our financial planners will help you align your answers during interviews and show that you're genuinely interested in being part of our team.
We think you need these skills to ace Remote Based Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially any work with pensions. Emphasise your ability to develop new business from existing clients, as this is a key requirement for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the remote financial planner position. Mention how your skills align with the company's needs and your understanding of their client base, including public sector firms and FTSE 100 companies.
Showcase Relevant Experience: If you have experience with NHS pensions or similar areas, be sure to include specific examples in your application. This will demonstrate your knowledge and make you stand out as a candidate.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial planning industry.
How to prepare for a job interview at Ferguson Dean
✨Research the Company
Before your interview, take some time to understand the company's values, mission, and the specific services they offer. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Highlight Relevant Experience
Make sure to discuss your experience in developing new business from existing clients. Prepare examples of how you've successfully done this in the past, as it’s a key requirement for the role.
✨Prepare for Technical Questions
Even though knowledge of NHS pensions isn't essential, having a basic understanding of pensions and financial planning will be beneficial. Brush up on relevant terminology and concepts to demonstrate your competence.
✨Showcase Your Adaptability
Since this is a remote position, emphasise your ability to work independently and manage your time effectively. Share examples of how you've successfully worked remotely or managed client relationships from a distance.
