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- Tasks: Help clients achieve their financial goals with personalised planning and expert advice.
- Company: Leading accountancy and business advisory firm in Kendal.
- Benefits: Competitive salary, annual leave, health plan, and career development support.
- Why this job: Make a real difference in clients' lives while growing your financial expertise.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of relevant experience.
- Other info: Join a supportive team focused on growth and impact.
The predicted salary is between 36000 - 60000 £ per year.
A leading accountancy & business advisory firm in Kendal is looking for a Financial Planning Consultant. The position involves understanding client objectives and providing tailored financial solutions.
Ideal candidates will hold a Level 4 Diploma in Financial Planning and have at least 2 years of relevant experience.
Attractive benefits package including competitive salary, annual leave, health plan, and career development support.
Remote Financial Planning Consultant for Growth & Impact in Kendal employer: Armstrong Watson
Contact Detail:
Armstrong Watson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planning Consultant for Growth & Impact in Kendal
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so make sure you're comfortable with the platform they'll use!
✨Tip Number 3
Showcase your expertise! During interviews, be ready to discuss specific financial solutions you've provided in the past. This will demonstrate your ability to understand client objectives and tailor your approach.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Remote Financial Planning Consultant for Growth & Impact in Kendal
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills align with the role, so don’t hold back on showcasing your Level 4 Diploma and relevant experience!
Showcase Your Client Understanding: In your application, emphasise your ability to understand client objectives. We’re looking for someone who can provide tailored financial solutions, so share examples of how you've done this in the past.
Be Clear and Concise: Keep your writing clear and to the point. We appreciate a well-structured application that gets straight to the heart of your qualifications and experiences without unnecessary fluff.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity.
How to prepare for a job interview at Armstrong Watson
✨Know Your Numbers
Brush up on your financial knowledge and be ready to discuss key metrics and financial planning strategies. Understanding the latest trends in financial advisory will show that you're not just qualified, but also passionate about the field.
✨Tailor Your Approach
Since the role involves providing tailored financial solutions, prepare examples of how you've customised financial plans for clients in the past. This will demonstrate your ability to understand client objectives and deliver results.
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Planning during the interview. Be prepared to discuss how your education has equipped you with the skills necessary for this role, and relate it to the specific needs of the firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client relationships and growth strategies. This not only shows your interest in the company but also helps you gauge if their values align with yours.
