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- Tasks: Help clients with financial planning and develop new business relationships.
- Company: Join a leading firm connecting you with high-profile clients across various sectors.
- Benefits: Work remotely, receive all clients, and enjoy ongoing support and development.
- Why this job: Great opportunity to work with top-tier firms and earn six figures from year two.
- Qualifications: Experience in pensions is a plus; strong business development skills are essential.
- Other info: Flexible working from anywhere in the UK.
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. 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 high-profile clients. Attend webinars or online seminars related to financial planning to connect with potential colleagues and mentors.
✨Tip Number 2
Familiarise yourself with the latest trends in pensions, particularly NHS pensions, even if it's not essential for the role. This knowledge can set you apart during interviews and show your commitment to continuous learning.
✨Tip Number 3
Prepare to discuss your previous successes in developing new business from existing clients. Have specific examples ready that demonstrate your ability to build relationships and generate revenue.
✨Tip Number 4
Research StudySmarter and our values to align your personal goals with our mission. Being able to articulate how you fit into our culture can make a strong impression during the interview process.
We think you need these skills to ace Remote Based Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially any work with pensions. Emphasise your ability to develop new business from existing clients, as this is a key requirement for the role.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the remote financial planner position. Mention how your skills align with the company's needs and your understanding of their client base, including public sector firms and FTSE 100 companies.
Showcase Relevant Experience: If you have experience with NHS pensions or similar areas, be sure to include specific examples in your application. This will demonstrate your knowledge and make you stand out to the hiring team.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in financial planning.
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 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 specific examples that demonstrate your success in this area, as it’s a key requirement for the role.
✨Understand the Client Base
Familiarise yourself with the types of clients the company works with, especially those in the public sector and FTSE 100 firms. Being able to speak knowledgeably about these clients will impress your interviewers.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
