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- Tasks: Help clients with financial planning and develop new business relationships.
- Company: Join a leading firm connecting you with high-profile clients across various sectors.
- Benefits: Work remotely, receive all clients, and enjoy ongoing support and development.
- Why this job: Great opportunity to work with diverse clients and earn six figures from year two.
- Qualifications: Experience in pensions is a plus; strong business development skills are essential.
- Other info: Flexible working from anywhere in the UK.
The predicted salary is between 40000 - 78000 £ 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.
Remote Based Financial Planner (Altrincham) employer: Placed
Contact Detail:
Placed Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Based Financial Planner (Altrincham)
✨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 NHS pensions and other pension schemes that may be relevant to your potential clients. This knowledge can set you apart from other candidates and show your commitment to understanding their unique financial needs.
✨Tip Number 3
Demonstrate your ability to develop new business by preparing examples of how you've successfully grown client relationships in the past. Be ready to discuss strategies you've used to retain and expand your client base during interviews.
✨Tip Number 4
Research StudySmarter and our values to align your approach with what we stand for. Tailor your conversations to reflect our commitment to client care and support, which will resonate well with our hiring team.
We think you need these skills to ace Remote Based Financial Planner (Altrincham)
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 track record with existing clients and any achievements that demonstrate your ability to generate new business.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the diverse client base. 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 professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Placed
✨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. Even if you don't have direct experience with NHS pensions, emphasise your transferable skills and how they can benefit the company.
✨Prepare Questions
Have a list of thoughtful questions ready to ask during the interview. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.
✨Showcase Your Flexibility
Since this is a remote position, demonstrate your ability to work independently and manage your time effectively. Share examples of how you've successfully worked remotely in the past.
