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- Tasks: Provide expert pension and investment advice to clients in a supportive, home-based role.
- Company: Leading financial advisory firm with a focus on exceptional client care.
- Benefits: Excellent benefits package, including support for professional growth and development.
- Why this job: Join a dynamic team where your expertise makes a real difference for clients.
- Qualifications: Minimum 2 years experience, FCA registration, and Level 4 Diploma required.
- Other info: Enjoy a pre-qualified client base with no lead generation stress.
The predicted salary is between 36000 - 60000 £ per year.
A leading financial advisory firm is seeking experienced Financial Planners to provide regulated pension and investment advice. This home-based role involves exceptional client care and no lead generation, as client meetings are pre-qualified.
Candidates must have:
- a minimum of 2 years experience
- FCA registration
- a Level 4 Diploma
An excellent benefits package is offered in a supportive work environment.
Remote Financial Planner (DipFA) – Pension & Investments employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner (DipFA) – Pension & Investments
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector 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. We want you to shine in those client meetings, so practice answering common questions and showcasing your expertise in pensions and investments.
✨Tip Number 3
Showcase your experience! When chatting with potential employers, highlight your 2+ years of experience and any specific achievements in financial planning. We want them to see how you can add value to their team.
✨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 Planner (DipFA) – Pension & Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning, especially with pensions and investments. We want to see how your skills align with the role, so don’t be shy about showcasing your qualifications!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about providing exceptional client care and how your background makes you a perfect fit for our team. Keep it engaging and personal!
Showcase Your FCA Registration: Since FCA registration is a must-have, make sure to mention it prominently in your application. We need to know you’re qualified to provide regulated advice, so don’t let this detail slip through the cracks!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions and investments. Familiarise yourself with the latest regulations and trends in the financial advisory sector. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Experience
With a minimum of 2 years' experience required, be ready to discuss specific examples from your past roles. Highlight how you've provided exceptional client care and any successful strategies you've implemented. This will demonstrate your capability and fit for the position.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the firm’s approach to client care and their support for Financial Planners. This shows that you’re engaged and serious about finding the right fit for both you and the company.
✨Dress the Part
Even though it's a remote role, dressing professionally can set the right tone for your interview. It helps you feel more confident and shows respect for the interview process. Plus, it’s a great way to make a positive first impression!
