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For Companies At a Glance
- Tasks: Assist in creating and implementing financial strategies while learning from experienced team members.
- Company: Join Quilter Financial Planning, a leading firm in the financial services industry.
- Benefits: Gain hands-on experience and mentorship in a supportive environment with potential career progression.
- Why this job: This role offers a chance to develop expertise in financial planning and make a real impact.
- Qualifications: Minimum 2 years in financial planning and strong IT skills required.
- Other info: Work towards Level 4 Diploma in Financial Advice while building your career.
The predicted salary is between 28800 - 48000 £ per year.
About the Company
If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive on an Employed basis with one of our Strategic Partner firms, David James Wealth, based in Woodbridge, Suffolk.
About the Role
As a Financial Planning Associate at David James Wealth, you will be joining the team to learn and grow in the world of financial planning. In this supportive role, you’ll work closely with senior team members to assist in the creation and implementation of financial strategies for their clients.
You’ll engage with clients, helping gather the information needed to build a comprehensive understanding of their goals, values, and financial situation. Your role will focus on learning how to listen effectively, ask insightful questions, and assist in tailoring financial plans that reflect clients’ personal aspirations and current circumstances.
You’ll be mentored on how to help craft clear, actionable strategies that aim to grow, manage, and preserve their clients' wealth. Throughout your training, you’ll gain hands-on experience in supporting the financial planning process, tracking client progress, and making adjustments as needed.
As you build your knowledge and skills, you’ll gradually take on more responsibility, always with the support of their experienced team. This role offers you the opportunity to develop the expertise necessary to become a key player in the financial planning industry.
Responsibilities
- Working towards Level 4 Diploma in Financial Advice
- Minimum 2 years’ experience of working within the financial planning industry
- Strong IT skills, as we are a technology focused business
Financial Planning Associate employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with individuals who work at Quilter Financial Planning or similar firms. Building these relationships can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and tools in financial planning. Being knowledgeable about current technologies and methodologies will demonstrate your commitment to the field and make you a more attractive candidate for the role.
✨Tip Number 3
Prepare to discuss your experience in client engagement during interviews. Think of specific examples where you've successfully gathered information or tailored solutions to meet clients' needs, as this will showcase your ability to excel in the supportive role.
✨Tip Number 4
Research David James Wealth and their approach to financial planning. Understanding their values and client strategies will allow you to align your answers during interviews and show that you're genuinely interested in contributing to their team.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any roles where you supported clients or worked on financial strategies, as this will resonate with the responsibilities of a Financial Planning Associate.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of David James Wealth that attract you, and explain how your skills and experiences align with their needs, particularly in client engagement and financial planning.
Showcase Your IT Skills: Since the role requires strong IT skills, be sure to mention any relevant software or tools you are proficient in. Highlight experiences where you used technology to enhance client interactions or streamline financial processes.
Demonstrate Your Learning Mindset: As the position involves mentorship and growth, convey your eagerness to learn. Share examples of how you've previously adapted to new challenges or acquired new skills, especially in a financial context.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Financial Knowledge
Brush up on your understanding of financial planning concepts and the services offered by Quilter Financial Planning. Be prepared to discuss how your previous experience aligns with the role and demonstrate your knowledge of financial strategies.
✨Ask Insightful Questions
During the interview, ask questions that show your interest in the company and the role. Inquire about their approach to client relationships and how they support the development of their associates. This will highlight your eagerness to learn and grow within the team.
✨Emphasise Your IT Skills
Since the company is technology-focused, be ready to discuss your IT skills and any relevant software you have used in previous roles. Highlight how these skills can contribute to improving client interactions and streamlining financial planning processes.
✨Demonstrate Active Listening
As a Financial Planning Associate, listening is key. During the interview, practice active listening by summarising what the interviewer says and responding thoughtfully. This will showcase your ability to engage with clients effectively and understand their needs.
