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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 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.
Financial Planner (Remote) in Northampton 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 Northampton
✨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 related to financial planning on social media or professional platforms. This not only showcases your knowledge but also attracts potential clients and employers who are looking for someone with your skills.
✨Tip Number 3
Prepare for virtual interviews! Since this role is remote, make sure you're comfortable with video calls. Practice common interview questions and have your tech sorted out so you can focus on impressing your potential employer.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows you’re serious about joining our high-growth team in financial planning.
We think you need these skills to ace Financial Planner (Remote) in Northampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match our 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 your background aligns with our unique model. Let us know why you’re excited about joining our high-growth 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, so don’t hold back!
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 about this exciting opportunity!
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 the STAR method (Situation, Task, Action, Result) to structure your responses and make your achievements stand out.
✨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. Share how you’ve used technology to enhance client engagement and streamline your planning processes.
✨Demonstrate Your Commercial Drive
The company is looking for candidates with strong activity levels and a disciplined work ethic. Be ready to talk about how you set and achieve your goals, manage your time effectively, and maintain high productivity, especially in a remote setting.