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- Tasks: Advise clients on wealth and financial planning while focusing on their outcomes.
- Company: Join a high-growth financial planning team with a unique model.
- Benefits: Flexible remote work, strong lead generation, and high earning potential.
- Other info: Enjoy a busy pipeline and significant career growth opportunities.
- Why this job: Make a real impact in clients' lives with dedicated support and resources.
- Qualifications: Level 4 diploma in financial planning and proven advisory experience.
The predicted salary is between 50000 - 70000 £ 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.
Financial Planner (Remote) in Leicester 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 Leicester
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn and let them know you're on the lookout for a Financial Planner role. You never know who might have a lead or can introduce you to someone in the industry.
✨Tip Number 2
Show off your expertise! Create content related to financial planning on social media or blogs. This not only showcases your knowledge but also helps you stand out to potential employers looking for someone with a proven track record.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, practice your video interview skills. Make sure your tech is sorted, and have a quiet space ready to go. First impressions count, even through a screen!
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, it shows you’re serious about joining our high-growth team!
We think you need these skills to ace Financial Planner (Remote) in Leicester
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 you can contribute to 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, it’s important to demonstrate your comfort with technology. Mention any tools or platforms you’ve used that relate to remote advising.
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 with our 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 performance indicators relevant to wealth management and be ready to discuss how you've used them in past roles.
✨Showcase Your Client-Centric Approach
Prepare examples that highlight your ability to generate new clients and maintain strong relationships. Think about specific instances where your advice led to positive client outcomes, as this will resonate well with the interviewers.
✨Familiarise Yourself with Digital Tools
Since the role involves delivering advice mainly via digital channels, make sure you’re comfortable discussing any relevant software or platforms you’ve used. This shows you’re tech-savvy and ready to adapt to their model.
✨Demonstrate Your Work Ethic
The job calls for a disciplined work ethic and strong activity levels. Be prepared to talk about how you manage your time and workload effectively, especially in a remote setting. Share strategies that have helped you stay productive and focused.