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- Tasks: Help clients with holistic financial and pension planning from the comfort of your home.
- Company: Join a leading UK financial services firm with a strong reputation.
- Benefits: Attractive salary, ongoing support, and professional development opportunities.
- Why this job: Make a real difference in clients' lives while growing your career remotely.
- Qualifications: Proven experience in developing business and client relationships.
- Other info: Work with prestigious clients, including public sector firms and FTSE 100 companies.
The predicted salary is between 50000 - 70000 £ per year.
A leading financial services firm in the UK is offering a remote financial planning role focused on holistic and pension planning. In this full-time position, you will receive clients from their extensive network, including public sector firms and FTSE 100 companies.
The ideal candidate will have a proven track record in developing new business from existing clients. This role offers ongoing support and development, with an attractive salary ranging from £50k to £70k, based on experience.
Remote Financial Planner - Pension Strategy & Growth in Leeds employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner - Pension Strategy & Growth in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by practising common questions related to pension strategy and growth. Make sure you can showcase your experience in developing new business from existing clients – that’s what they want to hear!
✨Tip Number 3
Don’t forget to research the company! Knowing their values, recent news, and their approach to financial planning will help you stand out during interviews. It shows you’re genuinely interested in being part of their team.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and connect with potential employers. Plus, it’s a great way to ensure your application gets seen by the right people.
We think you need these skills to ace Remote Financial Planner - Pension Strategy & Growth in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to highlight your experience in financial planning and pension strategy. We want to see how your skills align with the role, so don’t be shy about showcasing your 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 contribute to our team. Keep it engaging and personal – we love a bit of personality!
Showcase Your Client Success Stories: Since this role involves developing new business from existing clients, share specific examples of how you've successfully managed client relationships in the past. We want to see your impact and how you can bring that to us!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Ferguson Dean
✨Know Your Numbers
Brush up on your financial knowledge, especially around pension strategies and growth. Be prepared to discuss specific metrics or case studies that demonstrate your success in developing new business from existing clients.
✨Showcase Your Client-Centric Approach
Since this role involves working with clients from various sectors, highlight your experience in building relationships and understanding client needs. Prepare examples of how you've tailored financial plans to meet individual client goals.
✨Research the Company
Familiarise yourself with the firm's values, mission, and recent developments in the financial services sector. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. This could include inquiries about their approach to client engagement or how they support ongoing professional development for their financial planners.
