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- Tasks: Help clients with financial planning and develop new business relationships.
- Company: Join a leading firm with a strong network and high-profile clients.
- Benefits: Enjoy remote work, diverse clients, ongoing support, and competitive salary.
- Why this job: Great opportunity to grow your career while making an impact in finance.
- Qualifications: Experience in pensions is a plus; track record in client development required.
- Other info: All clients provided, with potential for six-figure earnings from year two.
The predicted salary is between 40000 - 78000 £ 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 - Experience in pensions and knowledge of NHS pensions would be beneficial but not essential. You must have a track record in developing new business from existing clients.
- All clients provided
- Work from anywhere in the UK
- Diverse client base, including top-tier firms
- Ongoing support and development
- Salary is £50k to £65k depending on experience with six figure earnings from year two.
Remote Based Financial Planner employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Based Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with NHS pensions. Attend relevant webinars or online events to connect with potential colleagues and clients.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting public sector firms. This knowledge will help you stand out during discussions and demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your previous successes in developing new business from existing clients. Have specific examples ready that showcase your ability to build relationships and generate revenue.
✨Tip Number 4
Research StudySmarter and our approach to client management. Understanding our values and how we support our financial planners will allow you to align your answers with what we’re looking for in a candidate.
We think you need these skills to ace Remote Based Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements. Highlight your experience in developing new business and any relevant knowledge of pensions, especially NHS pensions, even if it's not essential.
Tailor Your CV: Customise your CV to reflect your experience in financial planning and client management. Emphasise your achievements in developing business from existing clients and any relevant qualifications or certifications.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work with diverse clients. Mention how you can contribute to the firm's success by leveraging their extensive client network.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your professionalism.
How to prepare for a job interview at Ferguson Dean
✨Research the Company
Before your interview, take some time to understand the company's values, mission, and the specific services they offer. This will help you tailor your responses and show that you're genuinely interested in the role.
✨Highlight Relevant Experience
Make sure to discuss your experience in developing new business from existing clients. Prepare examples of how you've successfully done this in the past, as it’s a key requirement for the role.
✨Prepare for Technical Questions
Even though knowledge of NHS pensions isn't essential, having a basic understanding of financial planning concepts and pension schemes can set you apart. Brush up on relevant terminology and be ready to discuss how you would approach financial planning for diverse clients.
✨Showcase Your Adaptability
Since this is a remote position, demonstrate your ability to work independently and manage your time effectively. Share examples of how you've successfully worked remotely or managed client relationships from a distance.
