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- Tasks: Provide expert pension and investment advice while ensuring top-notch client care.
- Company: Reputable financial advisory firm in the East Midlands with a focus on client satisfaction.
- Benefits: Flexible remote work, comprehensive benefits package, and no lead generation required.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: FCA registration, Level 4 Diploma in finance, and 2+ years of advisory experience.
- Other info: Enjoy a balanced work-life with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
A financial advisory firm in the East Midlands is seeking an experienced advisor to provide regulated pension and investment advice while ensuring exceptional client care.
The ideal candidate will hold an FCA registration and a Level 4 Diploma in finance, with a minimum of 2 years in the advisory field.
This role offers the flexibility to work from home without the need for lead generation, alongside a comprehensive benefits package.
Remote Financial Planner | FCA-Registered, Elite Benefits employer: Recruit Wealth
Contact Detail:
Recruit Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Financial Planner | FCA-Registered, Elite Benefits
✨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 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 practising common questions and showcasing your FCA registration and Level 4 Diploma. We want to see your expertise shine through, so be ready to discuss your experience in detail!
✨Tip Number 3
Don’t forget to research the company culture of the firm you’re applying to. Understanding their values will help you tailor your responses and show that you’re a great fit for their team.
✨Tip Number 4
Apply through our website for a smoother process! It’s the best way to ensure your application gets noticed, and we’re here to support you every step of the way.
We think you need these skills to ace Remote Financial Planner | FCA-Registered, Elite Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your FCA registration and Level 4 Diploma in finance. We want to see how your experience aligns with the role, so don’t be shy about showcasing your advisory skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Tell us why you’re passionate about providing exceptional client care and how your experience makes you the perfect fit for our team. Keep it engaging and personal.
Showcase Your Experience: We’re looking for someone with at least 2 years in the advisory field. Be sure to include specific examples of your past work that demonstrate your expertise in pension and investment advice.
Apply Through Our Website: To make sure your application gets to us quickly, apply directly through our website. It’s the easiest way for us to review your application and get back to you!
How to prepare for a job interview at Recruit Wealth
✨Know Your Stuff
Make sure you brush up on your financial knowledge, especially around pensions and investments. Be ready to discuss recent changes in regulations or market trends that could impact your clients. This shows you're not just qualified but also genuinely engaged with the industry.
✨Showcase Your Client Care Skills
Since exceptional client care is a key part of the role, prepare examples of how you've gone above and beyond for clients in the past. Think about specific situations where your advice made a significant difference to someone’s financial situation.
✨FCA Registration Matters
Be prepared to discuss your FCA registration and what it means for your practice. Highlight any continuing professional development you've undertaken since obtaining your Level 4 Diploma, as this demonstrates your commitment to staying current in the field.
✨Embrace the Remote Work Culture
As this role is remote, think about how you can effectively manage your time and maintain communication with clients and colleagues. Share your strategies for staying organised and ensuring that client care remains top-notch, even from home.
