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- Tasks: Help clients with tailored financial advice and grow your own business.
- Company: Join a prestigious blue chip firm known for its award-winning services.
- Benefits: Enjoy a competitive salary, bonuses, remote work, and a full home office setup.
- Why this job: This role offers professional growth, client support, and a chance to make a real impact.
- Qualifications: You need a Diploma in financial planning and a proven track record of success.
- Other info: Clients are provided, so you can focus on what you do best!
The predicted salary is between 40000 - 64000 £ 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, is 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 Planners, Financial Advisors/IFAs/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 offers 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
- Evidence of commitment to previous employers
Please send your CV in confidence quoting Ref: 867543.
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
Network with other financial professionals to gain insights into the industry and potential opportunities. Attend relevant events or webinars where you can meet people who might refer you to this role.
✨Tip Number 2
Research the company thoroughly to understand their values, culture, and the specific services they offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest during interviews.
✨Tip Number 3
Prepare to discuss your previous successes in detail, focusing on how you've helped clients achieve their financial goals. Use specific examples that highlight your skills and experience as a Financial Planner.
✨Tip Number 4
Stay updated on the latest trends and regulations in the financial planning sector. Being knowledgeable about current issues will show your commitment to the profession and could set you apart from other candidates.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your qualifications and experience relevant to the Financial Planner role. Emphasise your Diploma in financial planning and any achievements that demonstrate your success in previous roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing excellent service to high-net-worth clients. Mention specific examples of how you've successfully helped clients in the past.
Highlight Your Track Record: In your application, clearly outline your proven track record of success. Use quantifiable metrics where possible, such as client retention rates or revenue growth, to illustrate your impact in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application 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 Qualifications
Make sure to highlight your full Diploma in financial planning during the interview. Discuss how your qualifications have equipped you to provide tailored financial advice, especially for high-net-worth clients.
✨Demonstrate Your Success
Prepare to discuss your proven track record of success in previous roles. Use specific examples and metrics to illustrate how you've consistently met or exceeded targets, as this will resonate well with the interviewers.
✨Understand the Company’s Values
Research the company’s unique business model and their approach to client relationships. Being able to articulate how your values align with theirs will show that you are a good cultural fit for the team.
✨Prepare Questions for Them
Have insightful questions ready to ask the interviewers about their processes, support systems, and growth opportunities. This demonstrates your genuine interest in the role and helps you assess if it’s the right fit for you.
