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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: Enjoy remote work, diverse clients, ongoing support, and a competitive salary.
- Why this job: This role offers growth potential and the chance to make a real impact in finance.
- Qualifications: Experience in pensions is a plus; 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.
- Key benefits include:
- 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. Engaging with them can provide insights and potentially lead to referrals or recommendations.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting public sector clients. This knowledge will help you stand out during interviews and demonstrate your commitment to the role.
✨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’s values and mission. Understanding our culture will help you align your responses during interviews and show how you can contribute to our team and client success.
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 track record 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 company'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 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 sectors will impress your interviewers.
✨Prepare Questions
Have a list of thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the position and helps you assess if the company is the right fit for you.
