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- Tasks: Help clients with financial planning and manage their investments remotely.
- Company: Join a leading firm with a vast network and high-profile seminars.
- Benefits: Enjoy a fully remote role with potential for six-figure earnings from year two.
- Why this job: Great opportunity to grow your career in finance while working from anywhere.
- Qualifications: Experience in pensions is a plus, but not required.
- Other info: Receive clients directly from our extensive network.
The predicted salary is between 40000 - 52000 £ 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.
About the Role - Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. Salary is £50k to £65k depending on experience with six figure earnings from year two.
Financial Planner - Fully Remote employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner - Fully Remote
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with NHS pensions. Attend relevant webinars or seminars to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting pensions. This knowledge will not only boost your confidence but also impress us during any discussions.
✨Tip Number 3
Prepare to discuss your approach to client management and how you would handle various financial scenarios. We value candidates who can demonstrate their problem-solving skills and adaptability.
✨Tip Number 4
Showcase your communication skills by being clear and concise in all interactions. Whether it's a video call or a chat, we appreciate candidates who can articulate their thoughts effectively.
We think you need these skills to ace Financial Planner - Fully Remote
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Financial Planner position. Highlight any specific skills or experiences that align with what the company is looking for.
Tailor Your CV: Customise your CV to reflect your relevant experience in financial planning, especially if you have knowledge of pensions. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work remotely. Mention how your skills can benefit the company and its clients, and express your enthusiasm for the opportunity.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Ferguson Dean
✨Research the Company
Before your interview, take some time to learn about the company’s values, mission, and the services they offer. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Prepare for Technical Questions
Since this role involves financial planning, be ready to discuss your knowledge of pensions, especially NHS pensions. Brush up on relevant regulations and recent changes in the financial landscape to demonstrate your expertise.
✨Showcase Your Client Management Skills
As you'll be receiving clients from an extensive network, highlight your experience in managing client relationships. Share examples of how you've successfully built rapport and provided value to clients in previous roles.
✨Discuss Your Remote Work Experience
Since the position is fully remote, be prepared to talk about your experience working from home. Discuss how you stay organised, manage your time effectively, and maintain communication with colleagues and clients in a remote setting.
