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For Companies At a Glance
- Tasks: Advise clients on wealth and financial planning while generating new leads.
- Company: Join a high-growth financial planning team with a unique model.
- Benefits: Flexible remote work, competitive salary, and strong support for client generation.
- Why this job: Make a real impact in clients' lives while enjoying high earning potential.
- Qualifications: Level 4 diploma in financial planning and proven advisory experience.
- Other info: Dynamic team environment with excellent growth opportunities.
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.
Locations
Financial Planner (Remote) in Edinburgh, Scotland 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 Edinburgh, Scotland
✨Tip Number 1
Network like a pro! Reach out to your connections 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 in the financial planning world.
✨Tip Number 2
Show off your expertise! Create a personal brand online by sharing insights about financial planning on social media or blogs. This not only showcases your knowledge but also attracts potential clients and employers.
✨Tip Number 3
Prepare for virtual interviews like a champ! Make sure you have a quiet space, dress professionally, and practice common interview questions. Remember, first impressions count, even through a screen!
✨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 team!
We think you need these skills to ace Financial Planner (Remote) in Edinburgh, Scotland
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Planner 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, make sure to highlight any experience you have with online client interactions or digital tools. We love tech-savvy advisers!
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’re considered for this exciting opportunity in our growing team!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client outcomes. Brush up on key financial concepts and be ready to discuss how you've successfully managed client portfolios in the past.
✨Showcase Your Track Record
Prepare specific examples that highlight your proven track record in wealth and financial planning. Use quantifiable achievements to illustrate your success, such as percentage growth in client portfolios or successful client retention rates.
✨Understand Their Model
Familiarise yourself with the company’s distinctive model of generating qualified new clients. Be prepared to discuss how you can leverage this lead generation to enhance your advisory role and improve client outcomes.
✨Demonstrate Your Work Ethic
Since the role requires strong activity levels and a disciplined work ethic, come prepared to share how you manage your time and tasks effectively. Discuss any tools or strategies you use to stay organised and productive while working remotely.