Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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: Enjoy remote work flexibility, ongoing support, and a competitive salary with potential for six-figure earnings.
- Why this job: This role offers diverse client interactions and the chance to grow your career in finance.
- Qualifications: Experience in pensions is a plus, but a strong business development track record is essential.
- Other info: All clients are provided, ensuring you can focus on delivering exceptional service.
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 grow client relationships and generate revenue, as this is a key aspect of the role.
✨Tip Number 4
Research StudySmarter and our values to align your approach with what we stand for. Understanding our mission and how you can contribute will help you make a strong impression during any discussions.
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 training.
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 professional. A polished application reflects your attention to detail.
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Products
Make sure you have a solid understanding of various financial products, especially pensions. Even if NHS pensions aren't essential, being knowledgeable about them can set you apart from other candidates.
✨Demonstrate Client Relationship Skills
Prepare examples that showcase your ability to develop and maintain relationships with clients. Highlight any past experiences where you've successfully grown business from existing clients.
✨Research the Company
Familiarise yourself with the company's client base and their approach to financial planning. Understanding their values and how they operate will help you tailor your responses during the interview.
✨Prepare Questions
Have a list of insightful questions ready to ask at the end of the interview. This shows your interest in the role and helps you gauge if the company is the right fit for you.
