Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: You'll process new business applications and manage client records daily.
- Company: Join a supportive firm focused on financial planning and investments.
- Benefits: Enjoy study leave for exams and a clear career path.
- Why this job: Kickstart your finance career with hands-on experience and professional growth.
- Qualifications: Ideal for graduates with a financial degree eager to enter the industry.
- Other info: Full support for industry exams provided.
The predicted salary is between 28800 - 42000 £ per year.
Joining as a graduate you will complete the initial training, following which you will be responsible for –
-
processing of new business applications
-
servicing existing client records
-
platform-based work
-
valuations
-
database management
-
communications with clients
-
product provider liaison
The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path.
Financial Planning Support - Graduate employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support - Graduate
✨Tip Number 1
Familiarize yourself with the basics of financial planning and investment principles. This foundational knowledge will not only help you during the interview but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend relevant events or join online forums to connect with people who can provide insights and potentially refer you to opportunities at StudySmarter.
✨Tip Number 3
Prepare to discuss your understanding of client servicing and database management. Think of examples from your studies or internships where you successfully managed information or communicated effectively with clients.
✨Tip Number 4
Research the specific financial products and services offered by StudySmarter. Being knowledgeable about our offerings will show that you are proactive and ready to contribute to our team from day one.
We think you need these skills to ace Financial Planning Support - Graduate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your financial-oriented degree and any relevant coursework or projects. Emphasize skills that relate to financial planning, investments, or pensions.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for starting a career in financial planning. Mention why you are interested in this specific role and how your background prepares you for it.
Highlight Relevant Experience: If you have any internships, part-time jobs, or volunteer experiences related to finance, make sure to include them. Discuss what you learned and how it applies to the role you're applying for.
Showcase Communication Skills: Since the role involves client communications and liaising with product providers, highlight any experience you have in customer service or communication. Provide examples of how you've effectively communicated in past roles.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Basics
Make sure you have a solid understanding of financial concepts, especially those related to planning, investments, and pensions. This will help you answer questions confidently and show your enthusiasm for the field.
✨Demonstrate Communication Skills
Since the role involves client communications, be prepared to showcase your communication skills. Practice explaining complex financial concepts in simple terms, as this is crucial for client interactions.
✨Showcase Your Organizational Skills
The job requires database management and servicing existing client records. Be ready to discuss how you stay organized and manage multiple tasks efficiently, perhaps by sharing examples from your academic or work experience.
✨Express Your Willingness to Learn
As a graduate, it's important to convey your eagerness to learn and grow within the company. Discuss your interest in pursuing industry exams and how you plan to take advantage of the support offered by the firm.
