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For Companies At a Glance
- Tasks: Help clients with financial planning and manage their investments remotely.
- Company: Join a leading firm with a vast network and high-profile seminars.
- Benefits: Enjoy a fully remote role with competitive salary and potential for six-figure earnings.
- Why this job: Great opportunity to grow your career in finance while working from anywhere.
- Qualifications: Experience in pensions is a plus, but not required; enthusiasm is key!
- Other info: Receive clients directly from our extensive network.
The predicted salary is between 50000 - 65000 £ 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.
Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. 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 Financial Planner - Fully Remote
✨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, which can give you an edge in understanding the specific needs of this role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting pensions. This knowledge will not only boost your confidence but also demonstrate your commitment to staying updated in a rapidly changing field.
✨Tip Number 3
Prepare to discuss your approach to client management during interviews. Highlight any previous experiences where you've successfully built relationships and provided tailored financial advice, as this is crucial for a remote role where communication is key.
✨Tip Number 4
Showcase your adaptability and tech-savviness, as working remotely requires proficiency with various digital tools. Be ready to discuss how you've used technology to enhance client interactions or streamline your financial planning processes.
We think you need these skills to ace Financial Planner - Fully Remote
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Financial Planner position. Highlight any relevant experience you have, especially in pensions or financial planning.
Tailor Your CV: Customise your CV to reflect your skills and experiences that align with the role. Emphasise any previous work in financial planning, client management, or related fields, and ensure it is clear and concise.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the industry. Mention how you can contribute to the company’s success and why you are interested in this remote opportunity.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and professionally presented.
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 services they offer. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Know Your Numbers
As a financial planner, you'll need to demonstrate your numerical skills. Be prepared to discuss financial concepts, calculations, and any relevant experience you have with pensions, especially NHS pensions, even if it's not essential.
✨Prepare Client Scenarios
Think of potential client scenarios you might encounter in this role. Prepare to discuss how you would approach these situations, showcasing your problem-solving skills and ability to provide tailored financial advice.
✨Ask Insightful Questions
At the end of the interview, don't forget to ask questions. Inquire about the company's approach to client management or how they support their financial planners. This shows your enthusiasm for the role and helps you gauge if it's the right fit for you.
