Financial Planner (Remote) in Hendon

Financial Planner (Remote) in Hendon

Hendon Full-Time 50000 - 70000 £ / year (est.) Home office possible
Resource Matters Ltd

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 high earning potential.
  • Other info: Enjoy a busy pipeline and excellent career growth opportunities.
  • Why this job: Make a real impact in clients' lives with strong support and resources.
  • Qualifications: Level 4 diploma in financial planning and proven advisory experience.

The predicted salary is between 50000 - 70000 £ per year.

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.

Remote working/work at home options are available for this role.

Financial Planner (Remote) in Hendon employer: Resource Matters Ltd

Join a dynamic and innovative financial planning team that prioritises your success by providing a steady stream of qualified clients, allowing you to focus on delivering exceptional advice and achieving outstanding client outcomes. With a flexible home-based working environment, strong support from dedicated paraplanning and specialist functions, and significant earning potential, this role offers a unique opportunity for growth and professional development in the financial sector.
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 Hendon

✨Tip Number 1

Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for opportunities, and who knows? They might just have a lead or two that could land you that dream job.

✨Tip Number 2

Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your qualifications and achievements. Engage with relevant content and connect with industry professionals to boost your visibility.

✨Tip Number 3

Practice your pitch! Prepare a short, snappy introduction about yourself and your experience in financial planning. This will come in handy during networking events or casual chats with potential employers.

✨Tip Number 4

Apply through our website! We’ve got a streamlined application process that makes it easy for you to showcase your skills. Don’t miss out on the chance to join our high-growth team – hit that apply button now!

We think you need these skills to ace Financial Planner (Remote) in Hendon

Level 4 Diploma in Financial Planning
Wealth Management
Client Advising
Lead Generation
Paraplanning
Digital Communication
Commercial Drive
Discipline
Client Outcome Focus
High Activity Levels
Financial Analysis
Relationship Management
Remote Working Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience that match the job description. 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! Use it to explain why you're the perfect fit for our high-growth team. Share your passion for financial planning and how you can contribute to our success.

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: Don’t forget to apply through our website! It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!

How to prepare for a job interview at Resource Matters Ltd

✨Know Your Numbers

As a Financial Planner, you’ll need to demonstrate your expertise in wealth and financial planning. Brush up on key financial metrics and be ready to discuss your past successes with specific figures. This shows you’re not just talk; you’ve got the results to back it up!

✨Showcase Your Client-Centric Approach

Prepare examples of how you've successfully advised clients in the past. Highlight your ability to generate new clients and improve their financial outcomes. This will resonate well with the interviewers who are looking for someone who can deliver real value.

✨Familiarise Yourself with Digital Tools

Since this role involves delivering advice mainly via digital channels, make sure you’re comfortable with relevant technology. Mention any tools or platforms you’ve used in the past that helped you manage client relationships or streamline your workflow.

✨Demonstrate Your Work Ethic

The job description mentions a disciplined work ethic. Be prepared to discuss how you manage your time and maintain high activity levels, especially in a remote setting. Share strategies that have helped you stay productive and focused while working from home.

Financial Planner (Remote) in Hendon
Resource Matters Ltd
Location: Hendon

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