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- Tasks: Help clients with financial planning and develop new business 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 for growth with a diverse client base and potential for high earnings.
- Qualifications: Experience in pensions is a plus; strong business development skills are essential.
- Other info: Salary ranges from £50k to £65k, with six-figure potential 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'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: JR United Kingdom
Contact Detail:
JR United Kingdom 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. Attend webinars or online events to connect with potential colleagues and clients, as this can help you gain insights and referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning, particularly those affecting public sector firms. This knowledge will not only boost your confidence but also demonstrate your commitment to staying informed in your field.
✨Tip Number 3
Prepare to discuss your strategies for developing new business from existing clients during interviews. Think of specific examples where you've successfully expanded client relationships and be ready to share these stories.
✨Tip Number 4
Showcase your adaptability and remote working skills in conversations. Since this role is remote, emphasising your ability to manage time effectively and communicate well with clients online will set you apart from other candidates.
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.
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 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 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 concise to make a strong impression.
How to prepare for a job interview at JR United Kingdom
✨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
Since the role involves developing new business from existing clients, be prepared to discuss your past experiences in building and maintaining client relationships. Share specific examples that highlight your success in this area.
✨Research the Company
Familiarise yourself with the company's values, mission, and the types of clients they serve. This will help you tailor your answers and show that you're genuinely interested in working with them.
✨Prepare Questions for Them
Have a few thoughtful questions ready to ask at the end of the interview. This shows your enthusiasm for the role and helps you gauge if the company is the right fit for you.
