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, diverse clients, ongoing support, and a competitive salary with growth potential.
- Other info: All clients are provided, ensuring you can focus on delivering exceptional service.
- Why this job: This role offers a chance to make an impact while working flexibly with top-tier firms.
- Qualifications: Experience in pensions is a plus; a proven track record in client development is essential.
The predicted salary is between 40000 - 65000 £ per year.
About the Company
If you are a good match, make an application. 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 working/work at home options are available for this role.
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 stand out during interviews and demonstrate your commitment to understanding the role.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who have experience with NHS pensions or similar sectors. Engaging with these individuals can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your strategies for developing new business from existing clients. Think of specific examples where you've successfully expanded client relationships, as this will showcase your ability to contribute to our growth.
✨Tip Number 4
Research our company’s values and mission to align your responses during the interview. Showing that you resonate with our goals will help you connect with the hiring team and demonstrate your enthusiasm for joining us.
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 grasp the specific skills and experience required for the Remote Based Financial Planner position. Highlight your relevant experience in financial planning and client management.
Tailor Your CV: Customise your CV to reflect your experience in developing new business and working with diverse clients. Emphasise any relevant experience with pensions, especially NHS pensions, even if it's not essential.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work remotely. 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. Ensure there are no spelling or grammatical errors, and that all information is clear and concise.
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 emphasise any experience you have in financial planning, especially if it involves pensions or working with high-profile clients. Be prepared to discuss specific examples of how you've developed new business from existing clients.
✨Prepare Questions
Think of insightful questions to ask during the interview. This could include inquiries about the client vetting process or how the company supports its remote workers. It shows your engagement and helps you assess if the company is the right fit for you.
✨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 in the past or how you plan to stay organised in a home office environment.