With an increasing number of people wishing to become financial planners in the UK, Recruit UK's owner, Sam Oakes, wanted to produce a guide that would enable prospective planners or those wishing to work within the financial planning industry to know and understand the full costs involved.
We agreed on a plan to develop a resource guide, detailing all the financial qualifications available for anyone currently working in, or wishing to work in, this specialist field. This included an introduction, full descriptions of all qualifications provided by the three main bodies (CII, LIBF and CISI), detailed costing tables and a conclusion.
A lot of research, understanding and strategic direction was involved in setting up this document, ahead of copy implementation. The result, though, was an informative and intuitive guide, enhanced with keyword analysis for SEO purposes, that provides the reader with a strong understanding of what's required to progress within the financial planning and paraplanning fields.
”Dan is a highly skilled copywriter. He listened to our requirements, did a ton of in-depth research and turned this into sharp messaging and copy that was totally on-point. He figured out how to relay the topic in our brand voice and in a very compelling way. The result was just what we were after and in an amazingly fast turnaround too.
If you want a smart writer who’s also a great strategist and easy to work with, you need to hire this guy.”