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- Tasks: Help clients with financial planning and develop new business from existing relationships.
- Company: Join a leading firm with a vast network and high-profile clients across various sectors.
- Benefits: Enjoy remote work flexibility, ongoing support, and a competitive salary with potential for six-figure earnings.
- Why this job: Work with diverse clients, gain valuable experience, and be part of a supportive team culture.
- Qualifications: Experience in pensions is a plus; strong business development skills are essential.
- Other info: All clients provided, allowing you to focus on delivering exceptional service.
The predicted salary is between 40000 - 65000 £ 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 will 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 (Leigh)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with NHS pensions. Attend relevant webinars or online events to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting public sector firms. This knowledge will help you stand out during interviews and demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your strategies for developing new business from existing clients. Think of specific examples where you've successfully expanded client relationships and be ready to share these during conversations.
✨Tip Number 4
Showcase your adaptability and remote working skills. Since this is a remote position, highlight any previous experience you have in managing client relationships and projects from a distance.
We think you need these skills to ace Remote Based Financial Planner (Leigh)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Highlight your experience in developing new business and any relevant knowledge of pensions, especially NHS pensions, even if it's not essential.
Tailor Your CV: Customise your CV to reflect your experience in financial planning and client management. Emphasise your achievements in developing business from existing clients and any relevant qualifications or training.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work with diverse clients. Mention how you can contribute to the firm's success by leveraging their extensive client network.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional. A polished application reflects your attention to detail.
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.
✨Show Enthusiasm for Remote Work
Since this is a remote position, express your enthusiasm for working from anywhere in the UK. Discuss how you manage your time and stay productive while working remotely, as this will reassure them of your suitability for the role.
