Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Advise clients on wealth and financial planning while working remotely.
- Company: Join a high-growth financial planning team with a unique model.
- Benefits: Flexible home-based work, strong lead generation support, and career growth.
- Why this job: Make a real difference in clients' lives while enjoying remote flexibility.
- Qualifications: Level 4 diploma in financial planning and proven advisory experience.
- Other info: Dynamic team environment with consistent client generation.
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.
Do you have the following skills, experience and drive to succeed in this role? Find out below. Remote working/work at home options are available for this role.
Financial Planner (Remote) in Preston 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 Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for new opportunities, and who knows? They might just have a lead or two that could land you that dream job.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your answers. We want you to shine and show off your Level 4 diploma and experience. Confidence is key!
✨Tip Number 3
Showcase your skills online! Update your LinkedIn profile and make sure it reflects your expertise in wealth and financial planning. Engage with relevant content and connect with industry professionals to boost your visibility.
✨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 us you’re serious about joining our high-growth team. Don’t miss out!
We think you need these skills to ace Financial Planner (Remote) in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. 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! Use it to explain why you're the perfect fit for our high-growth team and how your track record aligns with our distinctive model. Keep it engaging and personal.
Showcase Your Experience: We want to see your proven track record! Include specific examples of how you've successfully advised clients in the past, especially in generating new business. Numbers and results speak volumes!
Apply Through Our Website: To make sure your application gets the attention it deserves, apply directly through our website. It’s the best way for us to receive your details and get you into our hiring process smoothly!
How to prepare for a job interview at Resource Matters Ltd
✨Know Your Numbers
As a Financial Planner, you’ll need to demonstrate your expertise in wealth and financial planning. Brush up on key financial metrics and be ready to discuss how you've successfully managed client portfolios in the past. This shows that you’re not just qualified, but also experienced.
✨Showcase Your Client-Centric Approach
Since this role involves advising clients, prepare examples of how you've built strong relationships and provided tailored advice. Highlight your ability to understand client needs and how you’ve helped them achieve their financial goals. This will resonate well with the interviewers.
✨Familiarise Yourself with the Company’s Model
Research the company’s distinctive model and how they generate leads for their advisers. Be prepared to discuss how you can leverage this model to enhance your own practice. Showing that you understand their approach will set you apart from other candidates.
✨Prepare Questions That Matter
Interviews are a two-way street, so think of insightful questions to ask about the team dynamics, support systems, and growth opportunities. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.