Remote Financial Adviser

Remote Financial Adviser

Bristol Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Help clients with financial planning and investment strategies from the comfort of your home.
  • Company: Join a leading firm connecting you with high-profile clients and extensive resources.
  • Benefits: Enjoy remote work flexibility, competitive pay, and access to exclusive seminars.
  • Why this job: Make a real impact on clients' financial futures while working in a supportive, dynamic environment.
  • Qualifications: No prior experience needed; just a passion for finance and helping others.
  • Other info: Receive qualified leads and support from a dedicated team to ensure your success.

The predicted salary is between 36000 - 60000 £ per year.

About the Company - 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. You'll work with clients from public sector firms right through to FTSE 100 companies. The firm has a dedicated team focused on vetting clients to ensure they are qualified prior to any meeting.

About the Role - E...

Remote Financial Adviser employer: Ferguson Dean Limited

As a Remote Financial Adviser with us, you'll join a dynamic and supportive work culture that prioritises your professional growth and success. We offer an extensive client network, including prestigious public sector firms and FTSE 100 companies, ensuring you have the opportunity to make a significant impact. Our commitment to employee development, coupled with the flexibility of remote work, makes us an exceptional employer for those seeking a rewarding career in financial planning.
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Contact Detail:

Ferguson Dean Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Remote Financial Adviser

✨Tip Number 1

Familiarise yourself with the financial planning landscape, especially focusing on the public sector and FTSE 100 companies. Understanding the specific needs and challenges of these clients will help you stand out during interviews.

✨Tip Number 2

Network with professionals in the financial advisory field, particularly those who have experience working with high-profile clients. This can provide you with valuable insights and potentially lead to referrals or recommendations.

✨Tip Number 3

Prepare to discuss your approach to client management and how you would handle various financial scenarios. Being able to articulate your strategies clearly will demonstrate your expertise and confidence.

✨Tip Number 4

Stay updated on current financial regulations and trends that affect both public sector firms and large corporations. Showing that you are knowledgeable about the latest developments will impress potential employers.

We think you need these skills to ace Remote Financial Adviser

Financial Planning
Client Relationship Management
Investment Knowledge
Regulatory Compliance
Risk Assessment
Communication Skills
Analytical Skills
Sales Skills
Time Management
Problem-Solving Skills
Attention to Detail
Negotiation Skills
Market Research
Adaptability
Networking Skills

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Remote Financial Adviser position. Tailor your application to highlight relevant experience and skills that align with the role.

Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in financial planning or advisory roles. Mention specific achievements or projects that demonstrate your ability to work with clients from various sectors, including public and FTSE 100 companies.

Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for financial advising. Explain why you are interested in this remote role and how your skills can benefit the company and its clients.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial sector.

How to prepare for a job interview at Ferguson Dean Limited

✨Know Your Financial Products

Make sure you have a solid understanding of the financial products and services you'll be advising on. Be prepared to discuss how these can benefit different types of clients, especially those from public sector firms and FTSE 100 companies.

✨Demonstrate Client-Centric Thinking

Show that you can put the client's needs first. Prepare examples of how you've tailored financial advice in the past to meet specific client goals, and be ready to discuss how you would approach new clients from diverse backgrounds.

✨Highlight Your Networking Skills

Since the role involves working with clients sourced from seminars and an extensive network, emphasise your networking abilities. Share experiences where you've successfully built relationships that led to business opportunities.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills. Think about potential challenges you might face with clients and how you would address them, demonstrating your analytical thinking and adaptability.

Remote Financial Adviser
Ferguson Dean Limited
F
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