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For Companies At a Glance
- Tasks: Provide expert financial advice and build lasting client relationships from anywhere.
- Company: Leading financial services firm with a focus on client success.
- Benefits: Attractive remuneration, full back-office support, and flexible remote work.
- Why this job: Make a real difference in clients' lives while enjoying the freedom of remote work.
- Qualifications: Level 4 Diploma and strong business development skills required.
- Other info: Opportunity for personal growth and travel to meet clients.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial services firm is seeking an Independent Financial Planner to provide comprehensive financial advice to clients remotely. This role involves building long-term relationships, conducting financial reviews, and formulating strategies to meet clients' goals.
Ideal candidates will have:
- A Level 4 Diploma
- Proven business development skills
- The ability to maintain excellent client relationships
Excellent remuneration and support are offered, with travel required to meet clients in-person.
Remote Financial Planner: Leads & Full Back-Office Support employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner: Leads & Full Back-Office Support
✨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 introduce you to someone at a firm that’s hiring.
✨Tip Number 2
Showcase your expertise! Create a personal website or LinkedIn profile that highlights your Level 4 Diploma and any relevant experience. Share articles or insights about financial planning to demonstrate your knowledge and passion for the field.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, practice your video interview skills. Make sure you have a quiet space, dress professionally, and have your financial planning strategies ready to discuss.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job as a Financial Planner. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Remote Financial Planner: Leads & Full Back-Office Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma and any relevant experience in financial planning. We want to see how your skills align with the role, so don’t be shy about showcasing your business development successes!
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 build long-term relationships with clients. We love seeing genuine enthusiasm for the role.
Showcase Your Client Relationship Skills: In your application, emphasise your ability to maintain excellent client relationships. Share examples of how you've successfully managed client expectations and delivered tailored financial advice in the past.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the areas relevant to the role. Be prepared to discuss financial strategies and how you've successfully implemented them in the past. This shows that you’re not just qualified but also passionate about helping clients achieve their goals.
✨Showcase Your Relationship-Building Skills
Since this role is all about building long-term relationships, think of examples where you've successfully developed client relationships. Be ready to share specific stories that highlight your ability to connect with clients and understand their needs.
✨Demonstrate Business Development Acumen
Prepare to talk about your business development experience. Think of ways you've generated leads or expanded your client base in previous roles. This will show that you can not only provide advice but also grow the business.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the firm's approach to client relationships or how they support their planners. This demonstrates your interest in the role and helps you gauge if the company is the right fit for you.
