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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: Work remotely, receive all clients, and enjoy ongoing support and development.
- Why this job: Great opportunity to work with diverse clients and earn a competitive salary with growth potential.
- Qualifications: Experience in pensions is a plus; strong business development skills are essential.
- Other info: Salary ranges from £50k to £65k, with potential for six-figure earnings from year two.
The predicted salary is between 40000 - 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 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.
- 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 (Leigh) employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Based Financial Planner (Leigh)
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience with public sector clients or FTSE 100 companies. Attend relevant webinars or seminars to make connections and learn more about the specific needs of these clients.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in pensions, particularly NHS pensions. This knowledge can set you apart from other candidates and show your commitment to understanding the unique needs of your potential clients.
✨Tip Number 3
Prepare to discuss your previous successes in developing new business from existing clients. Have specific examples ready that demonstrate your ability to build relationships and generate revenue, as this is a key aspect of the role.
✨Tip Number 4
Show enthusiasm for remote work and flexibility. Highlight any previous experience you have working remotely and how you effectively manage your time and client relationships in a virtual environment.
We think you need these skills to ace Remote Based Financial Planner (Leigh)
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 achievements that align with the role.
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
✨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 discuss your experience in developing new business from existing clients. Prepare examples of how you've successfully done this in the past, as it’s a key requirement for the role.
✨Prepare for Technical Questions
Even though knowledge of NHS pensions isn't essential, having a basic understanding of pensions and financial planning will be beneficial. Brush up on relevant terminology and concepts to demonstrate your competence.
✨Showcase Your Adaptability
Since this is a remote position, emphasise your ability to work independently and manage your time effectively. Share examples of how you've successfully worked remotely or managed client relationships from a distance.
