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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.
- Other info: Dynamic team environment with excellent growth opportunities.
- 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.
The predicted salary is between 40000 - 60000 £ 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 Midlothian 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 Midlothian
✨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 content 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 Midlothian
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 and achieved great outcomes for them. Numbers and results 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 details 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 successfully managed client portfolios in the past.
✨Showcase Your Track Record
Prepare specific examples that highlight your proven track record in wealth and financial planning. Use quantifiable achievements to illustrate your success, such as client retention rates or growth in assets under management.
✨Emphasise Your Digital Savvy
Since this role involves delivering advice mainly via digital channels, be prepared to discuss your experience with digital tools and platforms. Highlight any relevant technology you’ve used to enhance client interactions or streamline your planning processes.
✨Demonstrate Your Work Ethic
The company is looking for candidates with strong activity levels and a disciplined work ethic. Be ready to share how you manage your time effectively, set goals, and maintain productivity while working remotely.