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- Tasks: Provide expert financial advice and support clients in achieving their financial goals.
- Company: Join a high-growth financial planning team with a unique model.
- Benefits: Flexible remote work, competitive salary, and strong lead generation support.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real impact on clients' lives while enjoying high earning potential.
- Qualifications: Level 4 diploma in financial planning and proven advisory experience.
The predicted salary is between 50000 - 65000 £ 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 will 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 will 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.
Financial Planner (Remote) in Bonnyrigg employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Remote) in Bonnyrigg
✨Tip Number 1
Network like a pro! Reach out to your connections 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 financial planning world.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your qualifications and achievements. Join relevant groups and engage with content to get noticed by potential employers.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how you can add value to a team. A confident, clear pitch can make all the difference when you're chatting with potential employers or during interviews.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your skills and experience. Plus, it shows you’re serious about joining our high-growth financial planning team.
We think you need these skills to ace Financial Planner (Remote) in Bonnyrigg
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match our financial planning role. Highlight your Level 4 diploma and any relevant achievements in wealth management 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 unique model. Let us know why you’re excited about joining our team!
Showcase Your Track Record: We love seeing evidence of your success! Include specific examples of how you've generated new clients or improved client outcomes in your previous roles. Numbers speak volumes!
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 Resource Matters Ltd
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investment strategies, risk management, and current economic conditions. This will not only show your expertise but also demonstrate your commitment to providing informed advice.
✨Showcase Your Track Record
Prepare to discuss specific examples from your past experience that highlight your success in wealth and financial planning. Be ready to share how you've generated new clients and achieved positive outcomes for them. This will help the interviewers see your potential value to their team.
✨Emphasise Your Digital Skills
Since this role involves delivering advice mainly via digital channels, make sure to highlight your proficiency with relevant technology and tools. Discuss any experience you have with virtual client meetings, financial planning software, or digital marketing strategies to attract new clients.
✨Demonstrate Your Work Ethic
The company is looking for candidates with strong activity levels and a disciplined work ethic. Be prepared to talk about how you manage your time, set goals, and stay motivated while working remotely. Sharing your strategies for maintaining productivity can set you apart from other candidates.