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- Tasks: Support advisers by conducting research and preparing tailored Financial Planning Reports.
- Company: Join a thriving financial services firm dedicated to exceptional client solutions.
- Benefits: Enjoy 28 days of leave, hybrid work options, and additional perks like free parking.
- Why this job: Advance your career in a supportive environment focused on professional development.
- Qualifications: Experience in financial services and working towards a Level 4 Diploma in Financial Planning.
- Other info: Be part of a customer-focused team that values quality and compliance.
The predicted salary is between 30000 - 42000 £ per year.
Join a thriving financial services firm committed to delivering exceptional client solutions. We’re seeking a motivated Financial Planning Assistant to play a key role in supporting a team of advisers. This opportunity is ideal for candidates with experience in financial services, particularly in technical support, research, and preparing client-focused reports, who are eager to advance their career.
Key Responsibilities:
- Conduct in-depth research to prepare tailored Financial Planning Reports.
- Provide advisers with expert insights on investment strategies and asset allocation.
- Prepare comprehensive client reviews, including Tax Planning, Pension Projections, and Risk Assessments.
- Manage client communications, ensuring prompt and accurate responses.
- Assist with the development of financial plans while upholding compliance and quality standards.
What We’re Looking For:
- Experience in Financial Services, with a focus on technical support or paraplanning.
- Working towards a Level 4 Diploma in Financial Planning or equivalent qualification.
- Excellent analytical and communication skills.
- A detail-oriented, proactive approach and a passion for delivering high-quality work.
What’s in it for You?
- Generous Leave: 28 days of annual leave, plus bank holidays.
- Work-Life Balance: Hybrid working and tailored hours to suit your needs.
- Additional Perks: Free car parking, workplace pension, and death in service benefit.
Be part of a customer-focused, growth-oriented firm that values professional development and fosters a supportive, flexible working environment.
Burton Recruitment Limited | Financial Planning Assistant (Hybrid) employer: Burton Recruitment Limited
Contact Detail:
Burton Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Burton Recruitment Limited | Financial Planning Assistant (Hybrid)
✨Tip Number 1
Familiarize yourself with the latest trends in financial planning and investment strategies. This knowledge will not only help you during interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with advisers and other financial planning assistants who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss specific examples of how you've conducted research and prepared client-focused reports in your previous roles. Highlighting your analytical skills and attention to detail will set you apart from other candidates.
✨Tip Number 4
Showcase your passion for delivering high-quality work by discussing any relevant projects or initiatives you've undertaken. This will demonstrate your proactive approach and alignment with the company's values.
We think you need these skills to ace Burton Recruitment Limited | Financial Planning Assistant (Hybrid)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in technical support and research. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your proactive approach. Mention specific experiences that align with the responsibilities listed in the job description.
Highlight Relevant Qualifications: If you are working towards a Level 4 Diploma in Financial Planning or have equivalent qualifications, be sure to mention this prominently in your application. It shows your commitment to professional development.
Showcase Communication Skills: Since the role involves managing client communications, provide examples of how you've effectively communicated in previous roles. This could include handling client inquiries or preparing reports.
How to prepare for a job interview at Burton Recruitment Limited
✨Showcase Your Financial Knowledge
Be prepared to discuss your understanding of financial planning concepts, investment strategies, and asset allocation. Highlight any relevant experience you have in conducting research or preparing financial reports.
✨Demonstrate Attention to Detail
Since the role requires a detail-oriented approach, provide examples from your past work where your attention to detail made a significant impact. This could include preparing client reviews or ensuring compliance with standards.
✨Communicate Effectively
Strong communication skills are essential for this position. Practice articulating your thoughts clearly and concisely, especially when discussing complex financial topics. Be ready to explain how you manage client communications.
✨Express Your Career Aspirations
Let them know about your ambition to advance in the financial services field. Discuss your plans for obtaining the Level 4 Diploma in Financial Planning and how you see yourself growing within their firm.
