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- Tasks: Help clients with tailored financial advice and grow your own business.
- Company: Join a top blue chip firm known for its award-winning services.
- Benefits: Enjoy a competitive salary, bonuses, and a full home office setup.
- Why this job: This role offers growth, support, and the chance to work with high-net-worth clients.
- Qualifications: Must have a Diploma in financial planning and a proven track record of success.
- Other info: Clients are provided, so you can focus on building relationships and growing your career.
The predicted salary is between 30000 - 48000 £ per year.
Home Based Employed Financial Planner – Clients Provided, client recruiting now! £50,000 – £80,000 Basic + Car allowance + pension + Quarterly bonuses Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner , Financial Advisors/IFA’s/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: – the legal right to work in the UK – a demonstrable proven track record of consistent success within your current role – full Diploma in financial planning
Financial Planner employer: Resource Matters Ltd
Contact Detail:
Resource Matters Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Make sure to highlight your proven track record of success in your previous roles. Use specific metrics or achievements that showcase your ability to meet and exceed targets, as this will resonate well with the hiring team.
✨Tip Number 2
Familiarize yourself with the unique business model of our client. Understanding their approach to providing tailored holistic financial advice will help you demonstrate how your skills align with their needs during the interview process.
✨Tip Number 3
Network with other financial professionals who have experience in high-net-worth client management. They can provide insights into the expectations and challenges of the role, which can be invaluable during your discussions with us.
✨Tip Number 4
Prepare to discuss how you would leverage the support systems provided by the company, such as research and paraplanning. Showing that you can effectively utilize these resources will demonstrate your readiness to hit the ground running.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to clearly outline your qualifications, especially your full Diploma in financial planning. This is a key requirement for the role, so it should be prominently featured in your CV and cover letter.
Showcase Your Success: Provide specific examples of your proven track record of success in your current or previous roles. Use quantifiable metrics where possible, such as client retention rates or revenue growth, to demonstrate your impact.
Tailor Your Application: Customize your CV and cover letter to align with the job description. Emphasize your experience with HNW clients and any relevant financial advice products and services you have provided.
Professional Presentation: Ensure that your application materials are professionally formatted and free of errors. A polished presentation reflects your attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Resource Matters Ltd
✨Showcase Your Track Record
Be prepared to discuss your previous successes in detail. Highlight specific achievements and how they relate to the role of a Financial Planner, especially focusing on your experience with high-net-worth clients.
✨Understand the Company’s Unique Model
Research the company’s business model and be ready to explain how you can contribute to their growth. Understanding their approach to providing tailored financial advice will set you apart from other candidates.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. This shows your problem-solving skills and readiness to engage with professional clients effectively.
✨Discuss Your Professional Development
Express your desire for career progression and how this role aligns with your long-term goals. Mention any additional qualifications or training you are pursuing to enhance your skills as a Financial Planner.
