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- Tasks: Help clients manage their finances and plan for the future.
- Company: Join an award-winning Wealth Planning firm expanding across the UK.
- Benefits: Enjoy remote work, full Paraplanning support, and tailored training opportunities.
- Why this job: This role offers career growth, a supportive team, and innovative tools to succeed.
- Qualifications: You need a minimum Diploma and experience as a Financial Adviser/Planner.
- Other info: Work from home and receive new business leads to boost your success.
The predicted salary is between 60000 - 84000 £ per year.
An award winning Wealth Planning firm is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position.
This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the next step in their career. There is full Paraplanning support, new business introductions/leads, a Business Development Team to work with, training academies and specialist workshops along with market leading software and business administration systems and tailored exit/retirement strategies.
You will be a minimum of Diploma and have experience as a Financial Adviser/Planner. This is a work from home position.
Please send your CV to Douglas McDougall for more information on this opportunity.
Contact Detail:
Pinstripe Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor in Manchester
✨Tip Number 1
Network with other financial professionals in Manchester or online. Attend webinars, join LinkedIn groups, and participate in discussions to build connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth planning and financial advising. Being knowledgeable about current market conditions and innovative strategies will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with paraplanning and business development. Highlight specific examples of how you've successfully supported clients or generated new business in your previous roles.
✨Tip Number 4
Research the company thoroughly. Understand their values, mission, and the services they offer. Tailoring your conversation to align with their goals can demonstrate your genuine interest in the position.
We think you need these skills to ace Financial Advisor in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser or Planner. Emphasise relevant qualifications, such as your Diploma, and any specific achievements in wealth planning that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ambition and drive. Explain why you are interested in this particular role and how your skills and experiences make you a perfect fit for the company’s expansion plans.
Highlight Relevant Skills: In your application, focus on skills that are crucial for a Financial Advisor, such as client relationship management, financial analysis, and knowledge of market-leading software. This will demonstrate your readiness for the role.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep your application top of mind for the hiring manager.
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in financial metrics and market trends. Brush up on key statistics related to wealth planning and be prepared to discuss how you can leverage this knowledge to benefit clients.
✨Showcase Your Experience
Highlight your previous experience as a Financial Planner during the interview. Be ready to share specific examples of how you've successfully managed client portfolios or developed tailored financial strategies.
✨Understand the Company Culture
Research the firm’s values and culture before the interview. Understanding their approach to wealth planning and client relationships will help you align your answers with what they are looking for in a candidate.
✨Prepare Questions
Have insightful questions ready to ask at the end of the interview. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
