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- Tasks: Help clients with financial planning and develop new business from existing relationships.
- Company: Join a leading firm connecting you with high-profile clients across various sectors.
- Benefits: Enjoy remote work flexibility, diverse clientele, and ongoing support for your growth.
- Why this job: This role offers a chance to work with top-tier firms and earn a competitive salary.
- Qualifications: Experience in pensions is a plus; a proven track record in client development is essential.
- Other info: All clients are provided, ensuring you can focus on delivering exceptional service.
The predicted salary is between 40000 - 52000 £ per year.
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.
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.
Key benefits include:- 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 public sector clients or FTSE 100 companies. Attend relevant webinars or seminars to make connections and learn more about the specific needs of these clients.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions, particularly NHS pensions. This knowledge can set you apart from other candidates and show your commitment to understanding the unique needs of your potential clients.
✨Tip Number 3
Prepare to discuss your strategies for developing new business from existing clients during interviews. Highlight any successful case studies or examples where you've effectively expanded your client base in previous roles.
✨Tip Number 4
Showcase your adaptability and remote working skills. Since this role is remote, emphasise your ability to manage time effectively and maintain communication with clients and team members from anywhere in the UK.
We think you need these skills to ace Remote Based Financial Planner
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 certifications.
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 network and support.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your professionalism.
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.
✨Understand the Client Base
Familiarise yourself with the types of clients the company works with, especially those in the public sector and FTSE 100 firms. Being able to speak knowledgeably about these sectors will impress your interviewers.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
