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- Tasks: Provide expert financial advice and support clients in achieving their financial goals.
- Company: Join a high-growth financial planning team with a unique client generation model.
- Benefits: Flexible remote work, competitive salary, and strong lead generation support.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Make a real impact on clients' lives while enjoying high earning potential.
- Qualifications: Level 4 diploma in financial planning and proven advisory experience.
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 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) employer: Resource Matters
Contact Detail:
Resource Matters Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner (Remote)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Showcase your expertise! Create a personal brand online by sharing insights and tips related to financial planning on social media or professional platforms. This not only highlights your knowledge but also attracts potential clients and employers.
✨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 showcasing your skills without any hiccups.
✨Tip Number 4
Apply through our website! We’ve got a streamlined application process that makes it easy for you to get your foot in the door. Plus, it shows you’re serious about joining our high-growth team!
We think you need these skills to ace Financial Planner (Remote)
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
✨Know Your Numbers
As a Financial Planner, it's crucial to be well-versed in financial metrics and market trends. Brush up on your knowledge of investment strategies, risk management, and current economic conditions. This will not only show your expertise but also demonstrate your commitment to staying informed.
✨Showcase Your Success Stories
Prepare to discuss specific examples from your past experience where you've successfully advised clients or generated new business. Use the STAR method (Situation, Task, Action, Result) to structure your responses. This will help you illustrate your proven track record effectively.
✨Emphasise Your Digital Savvy
Since this role involves delivering advice mainly via digital channels, highlight your proficiency with digital tools and platforms. Be ready to discuss how you've used technology to enhance client interactions or streamline your planning processes.
✨Demonstrate Your Work Ethic
The job description mentions a disciplined work ethic and strong activity levels. Be prepared to share how you manage your time and prioritise tasks, especially when working remotely. Discuss any systems or routines you have in place to stay organised and productive.