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- Tasks: Build relationships with clients and provide tailored financial advice remotely.
- Company: Dynamic financial planning firm offering comprehensive support and leads.
- Benefits: Competitive salary, bonuses, car allowance, and 25 days holiday plus bank holidays.
- Why this job: Join a supportive team and make a real difference in clients' financial futures.
- Qualifications: Level 4 Diploma in financial planning and proven client relationship skills.
- Other info: Flexible home-based role with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
This exciting, employed, remote based Independent Financial Planner job is the full package! The business will provide you with leads, existing clients and full back office support!
This proposition is well suited to proactive Financial Planners who enjoy building great relationships with new and existing clients. You will be given a healthy portfolio of existing clients with the aim to retain, service and grow this further. They have a wide range of clients, with most being Business Owners, Entrepreneurs, Professional or Retail Clients and some corporate clients.
Plus, you will receive up to 8 pre-qualified leads per month, enabling you to grow your client bank even further. You should focus on conducting in-depth reviews to understand your client's current and future financial goals and objectives, and with the support of their back office team formulate appropriate financial strategies. You will be advising on clients' pensions, savings, investments and other financial needs.
Excellent remuneration package provided to reward your productivity. This is a home-based role with remote working, including telephone/video interaction with clients. Although, you should aim to meet clients in-person as well, as this works well to deepen relationships and opportunity to develop referrals.
Financial Planner Requirements- You must hold full Level 4 Diploma in financial planning or equivalent
- You must have a proven track record in converting lead opportunities
- You must have a proven track record of retaining excellent ongoing relationships, ideally from acquired clients or taking over servicing from another Advisor
- You should have a client centric approach and have dedication to doing the right thing for clients
- You should have excellent interpersonal skills, approachability, professionalism and good IT skills
Our client ensures their Financial Planners have comprehensive support in place to enable them to thrive. You will receive end-to-end in-house support from their admin and paraplanning teams. Plus, an ongoing learning and development culture that encourages and supports professional development. In addition, an in-house marketing team who have a consultative approach.
Financial Planner Benefits- Salary negotiable with excellent salary and bonus structure on offer
- Remuneration packages also include car allowance, excellent bonus structure, mileage reimbursement, 6x DIS, 25 days holiday plus bank holidays, birthday off, 1 paid day off to undertake charitable work, discounted financial advice, retailer discounts, MediCash, and access to remote GP anytime
- Home based role with travel to meet clients in person and use of their regional offices if desired
- Self-employed option available, if you would prefer
Financial Planner employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your existing contacts and let them know you're on the lookout for opportunities. You never know who might have a lead or know someone looking for a Financial Planner.
✨Tip Number 2
Get social! Use platforms like LinkedIn to showcase your expertise and connect with potential clients. Share valuable insights about financial planning to attract attention and build relationships.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can help clients achieve their financial goals. Tailor your approach based on their needs, and don’t forget to highlight your client-centric attitude.
✨Tip Number 4
Apply through our website! We’ve got a range of exciting roles waiting for proactive Financial Planners like you. Don’t miss out on the chance to join a supportive team that values your growth.
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 Level 4 Diploma and any relevant experience you have in building client relationships. 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 passionate about financial planning and how your proactive approach aligns with our client-centric values. Let us know what makes you the perfect fit!
Showcase Your Track Record: We love seeing evidence of your success! Include specific examples of how you've converted leads and retained clients in the past. This will help us understand your potential to grow our client bank.
Apply Through Our Website: Don't forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. We can't wait to hear from you!
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around pensions, savings, and investments. Be ready to discuss how you've helped clients achieve their financial goals in the past. This shows you're not just knowledgeable but also experienced!
✨Build Rapport with Clients
Since this role is all about building relationships, think of examples where you've successfully connected with clients. Prepare to share stories that highlight your interpersonal skills and client-centric approach. Remember, they want to see how you can maintain and grow those relationships!
✨Showcase Your Proactivity
With leads provided, it's crucial to demonstrate how you've converted opportunities in the past. Be ready to discuss specific strategies you've used to turn leads into loyal clients. This will show them you're proactive and results-driven!
✨Embrace the Remote Work Culture
As this is a remote role, be prepared to talk about your experience with remote working and how you manage client interactions via phone or video. Highlight any tools or techniques you use to stay organised and effective while working from home.
