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- Tasks: Help clients achieve their financial goals with tailored solutions and expert advice.
- Company: Dynamic financial services firm in Penrith with a focus on growth.
- Benefits: Competitive salary, comprehensive benefits, and a strong emphasis on work-life balance.
- Why this job: Make a real difference in clients' lives while advancing your career in finance.
- Qualifications: Level 4 Diploma in Financial Planning and 2 years of advisory experience required.
- Other info: Join a supportive team dedicated to your professional development.
The predicted salary is between 28800 - 48000 £ per year.
A financial services firm in Penrith is seeking a dedicated Financial Planning Consultant to join their team. The role involves working closely with clients to provide robust financial solutions while achieving individual revenue targets.
Applicants should have:
- A Level 4 Diploma in Financial Planning
- Excellent communication skills
- At least 2 years of experience in an advisory role
This position offers a competitive salary and a comprehensive benefits package focused on career development and work-life balance.
Remote Financial Planning Consultant — Growth in Penrith employer: J&T Business Consulting
Contact Detail:
J&T Business Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planning Consultant — Growth in Penrith
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for virtual interviews by setting up a professional backdrop and testing your tech beforehand. We want you to shine, so practice answering common interview questions related to financial planning to boost your confidence!
✨Tip Number 3
Showcase your expertise! During interviews, share specific examples of how you've helped clients achieve their financial goals. This will demonstrate your value and experience in the advisory role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote Financial Planning Consultant — Growth in Penrith
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and relevant experience. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can help our clients achieve their goals. Keep it personal and engaging!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t forget to proofread for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at J&T Business Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially the key concepts and regulations relevant to the role. Be prepared to discuss your previous experiences in detail, showcasing how you've helped clients achieve their financial goals.
✨Showcase Your Communication Skills
Since this role requires excellent communication, practice articulating complex financial concepts in simple terms. You might even want to role-play with a friend to ensure you can explain your ideas clearly and confidently during the interview.
✨Demonstrate Your Client-Centric Approach
Think of specific examples where you've gone above and beyond for clients. Highlight your ability to build relationships and tailor financial solutions to meet individual needs, as this will resonate well with the firm's focus on client satisfaction.
✨Prepare Questions That Matter
Have a few thoughtful questions ready about the company's approach to financial planning and how they support their consultants' growth. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
