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- Tasks: Advise clients on financial planning and manage diverse portfolios.
- Company: Join a thriving firm with a strong presence across the South West.
- Benefits: Enjoy remote work, 25+ days holiday, and discounts on gyms and cinemas.
- Why this job: Be part of an inclusive team that supports your career growth in finance.
- Qualifications: Strong networking skills and experience with Intelligent Office preferred.
- Other info: Competitive salary with annual reviews and opportunities to buy/sell leave.
The predicted salary is between 28800 - 48000 £ per year.
We are seeking a Financial Planning Consultant for a thriving firm with offices across the South West. This role focuses on managing a diverse portfolio of clients and providing holistic financial advice across investments, pensions, protection, and trusts.
The Role of Financial Planning Consultant:
- Advise clients holistically across all financial planning areas.
- Contribute to business growth through networking and relationship-building.
The ideal Financial Planning Consultant:
- Strong networking skills to develop business opportunities.
- Experience using Intelligent Office (IO) and paperless systems.
Benefits:
- Competitive salary with annual reviews.
- Hybrid working model.
- 25+ days of holiday, with options to buy/sell leave.
- Group pension scheme and life assurance.
- Discounts on cinema tickets, gyms, and more.
- Access to health plans, electric car schemes, and an employee assistance program.
This is an excellent opportunity for a professional financial planning professional who is eager to develop their career in financial planning with the support of a forward-thinking and inclusive team.
Financial Planning Administrator - Remote employer: Cathedral Appointments | South West Recruitment
Contact Detail:
Cathedral Appointments | South West Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator - Remote
✨Tip Number 1
Network actively within the financial planning community. Attend industry events, webinars, and local meetups to connect with professionals who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with Intelligent Office (IO) and other paperless systems. Consider taking online courses or tutorials to enhance your skills, as this knowledge will set you apart from other candidates.
✨Tip Number 3
Demonstrate your holistic approach to financial planning in conversations. Be prepared to discuss how you would manage a diverse portfolio and provide comprehensive advice across various financial areas.
✨Tip Number 4
Research our company culture and values. Understanding what we stand for will help you align your responses during interviews and show that you're genuinely interested in being part of our forward-thinking team.
We think you need these skills to ace Financial Planning Administrator - Remote
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Financial Planning Consultant position. Tailor your application to highlight how your skills and experiences align with these aspects.
Highlight Relevant Experience: Emphasise any previous experience you have in financial planning, especially in areas like investments, pensions, and trusts. Use specific examples to demonstrate your ability to provide holistic financial advice.
Showcase Networking Skills: Since strong networking skills are essential for this role, include examples of how you've successfully built relationships in previous positions. This could be through client interactions, industry events, or professional networking platforms.
Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically for this role. Use keywords from the job description, such as 'Intelligent Office' and 'paperless systems', to show that you meet the technical requirements.
How to prepare for a job interview at Cathedral Appointments | South West Recruitment
✨Showcase Your Networking Skills
Since the role requires strong networking abilities, be prepared to discuss your past experiences in building relationships. Share specific examples of how you've successfully developed business opportunities through networking.
✨Demonstrate Your Knowledge of Financial Planning
Familiarise yourself with the key areas of financial planning mentioned in the job description, such as investments, pensions, and trusts. Be ready to discuss how you would approach advising clients holistically across these areas.
✨Highlight Your Experience with Technology
The ideal candidate should have experience using Intelligent Office (IO) and paperless systems. Make sure to mention any relevant software you’ve used and how it has improved your efficiency in previous roles.
✨Prepare Questions About Company Culture
As this role is within a forward-thinking and inclusive team, prepare thoughtful questions about the company culture and how they support professional development. This shows your genuine interest in being part of their team.
