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- 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 50000 - 65000 £ 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 London 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 London
✨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
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your qualifications and experience. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how you can add value to a team. Role-play interviews with friends or family to build confidence and refine your delivery.
✨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 financial planning team.
We think you need these skills to ace Financial Planner (Remote) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match our financial planning role. Highlight your Level 4 diploma and any relevant achievements in wealth management 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 unique model. Let us know why you’re excited about joining our team.
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: To make sure your application gets to us quickly, apply directly through our website. It’s the easiest way for us to review your application and get back to 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 understanding of financial metrics and client outcomes. Brush up on key financial concepts and be ready to discuss how you've used them in past roles. This shows you’re not just qualified but also practical in applying your knowledge.
✨Showcase Your Client Success Stories
Prepare specific examples of how you've successfully advised clients in the past. Highlight your track record in wealth and financial planning, focusing on the positive outcomes you've achieved. This will help the interviewers see your potential impact on their team.
✨Emphasise Your Digital Savvy
Since this role involves delivering advice mainly via digital channels, make sure to highlight your experience with digital tools and platforms. Discuss any relevant software or technologies you’ve used to enhance client interactions and streamline your processes.
✨Demonstrate Your Drive and Discipline
The job description mentions strong activity levels and a disciplined work ethic. Be prepared to share how you manage your time and workload effectively, especially in a remote setting. This could include your strategies for lead generation and maintaining client relationships.