At a Glance
- Tasks: Help clients achieve their financial goals with expert planning and support.
- Company: Award-winning Wealth Planning firm expanding across the UK.
- Benefits: OTE of £100,000+, full remote work, and comprehensive training.
- Other info: Enjoy full Paraplanning support and excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real difference in clients' lives.
- Qualifications: Diploma and experience as a Financial Adviser/Planner required.
The predicted salary is between 72000 - 120000 £ 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.
Please send your CV to Douglas McDougall for more information on this opportunity.
Financial Planner employer: Pinstripe Personnel
Join an award-winning, client-focused Mortgage Brokerage in Epsom, where you will thrive in a supportive work culture that prioritises employee growth and development. With all leads provided and a competitive OTE of £100,000+, this role offers not only financial rewards but also the chance to make a meaningful impact on clients' lives. Experience a collaborative environment with dedicated management and administration teams to help you succeed in your career as a Protection Adviser.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for a Financial Planner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Prepare for those interviews! Research common questions for Financial Planners and practice your answers. We can help you with mock interviews to boost your confidence and ensure you shine when it counts.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements and successful strategies you've implemented in previous roles. This will give potential employers a clear picture of what you bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’ve got loads of resources to help you land that dream job as a Financial Planner.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planner role. Highlight your relevant experience and qualifications, especially your Diploma and any specific achievements in financial planning. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share your passion for wealth planning and how your skills align with our firm's goals. Let us know what drives you!
Showcase Your Experience:In your application, don’t just list your past roles—tell us about your successes! Whether it’s new business leads or client satisfaction, we want to hear about the impact you've made in your previous positions.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Pinstripe Personnel
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in financial concepts and figures. Brush up on key metrics and be ready to discuss how you've used them in past roles. This shows you’re not just familiar with the theory but can apply it practically.
✨Showcase Your Client Success Stories
Prepare a couple of compelling case studies where you’ve successfully helped clients achieve their financial goals. Highlight your approach, the challenges faced, and the outcomes. This will illustrate your problem-solving skills and client-centric mindset.
✨Familiarise Yourself with the Firm
Research the firm’s values, mission, and recent achievements. Understanding their approach to wealth planning will help you align your answers with what they value most. It also shows genuine interest in the role and the company.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the industry and the specific role. Inquire about their business development strategies or how they support their Financial Planners. This not only demonstrates your enthusiasm but also helps you gauge if the firm is the right fit for you.
