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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, a diverse client base, and ongoing support for your development.
- Why this job: This role offers a chance to work with top-tier firms and earn significant income.
- Qualifications: Experience in pensions is a plus; a proven track record in business development is essential.
- Other info: All clients are provided, ensuring you can focus on delivering exceptional service.
The predicted salary is between 40000 - 78000 £ 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 will 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
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 track record in developing new business from existing clients. Have specific examples ready that showcase your ability to grow 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 articulate why you're a great fit for the team 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 specific requirements and responsibilities of the Remote Based Financial Planner position. Highlight your relevant experience in your application.
Tailor Your CV: Customise your CV to reflect your experience in financial planning, particularly any work with pensions or business development. Use keywords from the job description to make your application stand out.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to develop new business. Mention how your skills align with the company's focus on providing clients and ongoing support.
Highlight Relevant Achievements: In both your CV and cover letter, include specific examples of how you've successfully developed business from existing clients. Quantify your achievements where possible to demonstrate your impact.
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 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.
