Find a job 
Featured Companies 
Featured Universities 
For Companies 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 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 environment with a busy pipeline and excellent support from specialists.
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.
Locations
Financial Planner (Remote) in Newcastle upon Tyne, North East 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 Newcastle upon Tyne, North East
✨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
Show off your expertise! Create content that showcases your knowledge in wealth and financial planning. Whether it's a blog post, a video, or even a social media update, let potential employers see what you bring to the table.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, practice your video interview skills. Make sure your tech is sorted, and think about how you can convey your commercial drive and disciplined work ethic through the screen.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to showcase your qualifications and experience. Plus, it shows us you’re serious about joining our high-growth team!
We think you need these skills to ace Financial Planner (Remote) in Newcastle upon Tyne, North East
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 percentage growth in client portfolios or successful client retention rates.
✨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 software you’ve used for client management or financial planning.
✨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.