At a Glance
- Tasks: Build long-term client relationships and help clients plan for their financial future.
- Company: Join a growing team with strong brand support and warm client opportunities.
- Benefits: Enjoy the freedom of self-employment with access to London offices.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Make a real difference in people's lives while enjoying flexibility and independence.
- Qualifications: Experience as a financial adviser and strong relationship-building skills.
The predicted salary is between 50000 - 65000 £ per year.
Self-Employed Financial Advisor Remote/ Hybrid with access to London offices.
The Role
Are you an experienced adviser who enjoys building long-term client relationships and helping people plan for a stronger financial future? Looking for the freedom of self-employment, but with warm client opportunities, brand support and a respected business behind you?
Mortgages & Insurers Solutions is growing, and...
Financial Planner - Fully Remote in England employer: Ecruit
As a self-employed Financial Planner with access to our London offices, you will enjoy the flexibility of remote work while being part of a supportive and respected brand. Our company fosters a collaborative work culture that prioritises long-term client relationships and offers ample opportunities for professional growth, ensuring you can thrive in your career while making a meaningful impact on clients' financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner - Fully Remote in England
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for new opportunities. Attend industry events or webinars to meet potential clients and other financial professionals. Remember, it's all about building those long-term relationships!
✨Tip Number 2
Showcase your expertise! Create engaging content on social media or professional platforms that highlights your knowledge in financial planning. This not only positions you as an expert but also attracts clients who are looking for someone with your skills.
✨Tip Number 3
Don’t shy away from asking for referrals! If you've had positive experiences with past clients, reach out and ask if they know anyone who could benefit from your services. A personal recommendation can go a long way in landing new clients.
✨Tip Number 4
Apply through our website! We’ve got a range of resources and support to help you succeed as a self-employed financial advisor. Plus, it’s a great way to get noticed by our team and access warm client opportunities right from the start.
We think you need these skills to ace Financial Planner - Fully Remote in England
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Share a bit about your journey and what drives you as a financial planner.
Tailor Your Application:Make sure to customise your application for the role. Highlight your experience in building long-term client relationships and how you can contribute to our mission at StudySmarter. We love seeing how you align with our values!
Be Clear and Concise:Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your experience and skills. Avoid jargon unless it’s necessary – we’re all about clarity!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the process smoother for everyone involved.
How to prepare for a job interview at Ecruit
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around mortgages and insurance solutions. Be ready to discuss recent trends in the market and how they impact clients' financial planning.
✨Showcase Relationship Building Skills
Prepare examples of how you've built long-term client relationships in the past. Highlight your communication skills and how you tailor your approach to meet individual client needs.
✨Understand the Company’s Values
Research Mortgages & Insurers Solutions and understand their mission and values. Be prepared to explain how your personal values align with theirs and how you can contribute to their growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the company. This shows your genuine interest and helps you assess if this is the right fit for you. Think about what support they offer to self-employed advisors.