Financial Planner – Remote in England

Financial Planner – Remote in England

England Full-Time 60750 - 74250 £ / year (est.) Hybrid
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At a Glance

  • Tasks: Manage client relationships and service an existing portfolio while building assets under advice.
  • Company: Join Rgh-Global Limited, a growing wealth management team in North London.
  • Benefits: Flexible working hours, remote opportunities, and a chance to grow your career.
  • Other info: Opportunity to leverage business acquisitions for growth and success.
  • Why this job: Make a real impact in clients' financial futures while enjoying work-life balance.
  • Qualifications: Experience in financial planning and strong relationship management skills.

The predicted salary is between 60750 - 74250 £ per year.

Rgh-Global Limited is looking for an experienced Financial Planner to join our expanding wealth management team in North London and surrounding areas.

You will manage your own client relationships, service an existing portfolio and leverage opportunities arising from business acquisitions.

The role is predominantly home-based and field-based, with flexible diary management and London meetings as required.

  • You will work towards building towards approximately £75 million in assets under advice,

Financial Planner – Remote in England employer: RGH-Global Limited

Join a leading wealth management practice in Bournemouth, where you'll thrive in a supportive environment that prioritises client relationships and high-quality financial planning. With a competitive salary, annual bonuses, and hybrid working options, this role offers not just a job but a pathway for professional growth and development, backed by an experienced team dedicated to your success.

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Contact Details:

RGH-Global Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Financial Planner – Remote in England

✨Tip Number 1: Tap Into Professional Networks

The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!

✨Tip Number 2: Attend Finance Events and Conferences

Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like RGH-Global Limited. You never know who might be your next boss or a crucial contact!

✨Tip Number 3: Showcase Your Expertise

Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from RGH-Global Limited.

✨Tip Number 4: Apply Directly on Company Websites

Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like RGH-Global Limited. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!

We think you need these skills to ace Financial Planner – Remote in England

Client Relationship Management
Wealth Management
Portfolio Management
Business Acquisition Strategy
Diary Management
Communication Skills
Financial Analysis

Some tips for your application 🫡

Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.

Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in RGH-Global Limited and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!

Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.

Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show RGH-Global Limited how you can be a team player!

How to prepare for a job interview at RGH-Global Limited

✨Brush Up on Technical Skills

Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!

✨Showcase Your Financial Acumen

If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with RGH-Global Limited.

✨Know Your Numbers

In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.

✨Connect with Company Goals

Familiarise yourself with RGH-Global Limited's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!