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- Tasks: Deliver personalised financial strategies and connect with clients to achieve their goals.
- Company: Dynamic financial services firm in the East Midlands with a collaborative team.
- Benefits: Supportive environment, ongoing professional development, and impactful work.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: At least three years of client-facing experience and Level 4 Diploma in Financial Planning.
- Other info: Join a team that values collaboration and personal growth.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in the East Midlands is seeking an experienced Financial Planner to join their collaborative team. The ideal candidate must have at least three years of experience in a client-facing role along with a Level 4 Diploma in Financial Planning.
You will be responsible for delivering personalized financial strategies and connecting with clients to help them achieve their financial goals. This role offers a supportive environment, ongoing professional development, and the chance to impact clients' lives directly.
Remote Financial Planner — East Midlands employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner — East Midlands
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry, especially those in the East Midlands. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine in front of potential employers, so make sure everything runs smoothly!
✨Tip Number 3
Showcase your client-facing experience during interviews. Share specific examples of how you've helped clients achieve their financial goals. This will demonstrate your ability to connect and deliver personalized strategies.
✨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 are proactive about their job search.
We think you need these skills to ace Remote Financial Planner — East Midlands
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in client-facing roles and showcases your Level 4 Diploma in Financial Planning. We want to see how your skills align with the role, so don’t be shy about mentioning specific achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can help clients achieve their goals. We love seeing genuine enthusiasm, so let your personality come through.
Showcase Your Collaborative Spirit: Since we value teamwork, make sure to mention any experiences where you’ve worked collaboratively with others. Whether it’s within a team or with clients, we want to know how you contribute to a supportive environment.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at atomos wealth
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss the latest trends in the industry and how they can impact clients. This shows that you're not just experienced, but also passionate about your field.
✨Showcase Your Client Skills
Since this role is client-facing, prepare examples of how you've successfully built relationships with clients in the past. Think about specific situations where you helped clients achieve their financial goals and be ready to share those stories.
✨Understand Their Values
Research the firm’s values and culture. Knowing what they stand for will help you align your answers with their expectations. It also shows that you’re genuinely interested in being part of their team.
✨Ask Thoughtful Questions
Prepare some insightful questions to ask at the end of the interview. This could be about their approach to client relationships or how they support ongoing professional development. It demonstrates your enthusiasm and helps you gauge if the company is the right fit for you.
