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- Tasks: Provide expert financial advice and support clients in wealth planning.
- Company: Join a high-growth financial planning team with a unique model.
- Benefits: Flexible home-based work, competitive salary, and strong lead generation support.
- Other info: Dynamic team environment with dedicated support for your success.
- Why this job: Make a real impact while enjoying high earning potential and a busy client pipeline.
- Qualifications: Level 4 diploma in financial planning and proven adviser experience.
The predicted salary is between 40000 - 60000 £ per year.
Home Based, location is flexible. Join a high-growth financial planning team with a distinctive model: as the business continues to grow, it consistently generates qualified new clients for you to advise. We are looking for Level 4-diploma-qualified advisers with a proven track record in wealth and financial planning, plus competent adviser status.
You’ll be supported by strong lead generation, dedicated paraplanning, and a wider team of specialist support functions so you can focus on advice, client outcomes and rewards. With a home-based proposition and advice delivered mainly via digital channels, this role offers genuine opportunity for an adviser who seeks new client generation on an employed remuneration package.
To succeed, you’ll bring strong activity levels, commercial drive, and a disciplined work ethic. In return, you can expect a busy pipeline, high earning potential, and a negotiable basic salary with significant upside.
Finance Consultant in Billericay employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Consultant in Billericay
✨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 new opportunities. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Show off your expertise! Create a personal brand online by sharing insights and tips related to financial planning on social media or professional platforms. This will help you stand out and attract potential clients or employers.
✨Tip Number 3
Prepare for virtual interviews! Since this role is home-based, you'll likely have video interviews. Make sure your tech is sorted, dress professionally, and practice common interview questions to showcase your skills confidently.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, it shows you're serious about joining our high-growth team!
We think you need these skills to ace Finance Consultant in Billericay
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Finance Consultant role. Highlight your Level 4 diploma and any relevant achievements in wealth and financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how your background aligns with our high-growth team. Don’t forget to mention your track record in generating new clients!
Showcase Your Digital Skills: Since this role involves delivering advice mainly via digital channels, it’s important to demonstrate your comfort with technology. Mention any tools or platforms you’ve used to engage clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Numbers
As a Finance Consultant, you'll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used them in past roles. This shows you’re not just qualified but also practical in applying your knowledge.
✨Showcase Your Client Success Stories
Prepare specific examples of how you've successfully advised clients in the past. Highlight your track record in wealth and financial planning, focusing on outcomes that benefited your clients. This will illustrate your capability and build trust with the interviewers.
✨Understand Their Model
Research the company's distinctive model and how they generate leads for their advisers. Be prepared to discuss how you can leverage this model to enhance client outcomes. Showing that you understand their approach will set you apart from other candidates.
✨Demonstrate Your Work Ethic
Since the role requires strong activity levels and a disciplined work ethic, come prepared to discuss how you manage your time and productivity. Share strategies you use to stay organised and focused, especially when working from home.