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- Tasks: Help clients with financial planning and develop new business from existing 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 50000 - 65000 £ 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
Familiarise yourself with the financial planning landscape, especially focusing on pensions and the specific needs of clients in the public sector. This knowledge will help you engage more effectively during interviews and demonstrate your understanding of the role.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who have experience with NHS pensions or similar sectors. Building these connections can provide valuable insights and potentially lead to referrals or recommendations.
✨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, as this is a key aspect of the role.
✨Tip Number 4
Research StudySmarter and our values, as well as the benefits we offer. Being able to articulate why you want to work with us and how you align with our mission will set you apart from other candidates.
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. If you have experience with NHS pensions, be sure to mention it prominently.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with their needs, particularly your ability to develop new business from existing clients.
Highlight Relevant Skills: Emphasise skills that are crucial for a financial planner, such as client relationship management, analytical skills, and knowledge of financial products. Use specific examples to demonstrate these skills.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is vital 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. Knowing about their client base, especially the public sector and FTSE 100 companies, will help you tailor your responses and show genuine interest.
✨Highlight Relevant Experience
Even if you don't have direct experience with NHS pensions, be sure to discuss your background in financial planning and how it relates to the role. Emphasise any experience you have in developing new business from existing clients, as this is a key requirement.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about the support and development opportunities available or how the company ensures client quality. Asking questions shows your enthusiasm and helps you assess if the role is right for you.
✨Showcase Your Flexibility
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 in the past, and how you plan to maintain communication and productivity while working from anywhere in the UK.
