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- Tasks: Join our team to support Advisers and manage client relationships.
- Company: AWFM is a growing Independent Financial Planning and Wealth Management firm in Farningham.
- Benefits: Enjoy a competitive salary, performance bonuses, and potential for rapid career growth.
- Why this job: Gain hands-on experience in finance while working in a supportive and dynamic environment.
- Qualifications: Ideal candidates are DipPFS qualified or close to completion, with strong IT and communication skills.
- Other info: Office-based role with a friendly team and newly refurbished air-conditioned offices.
The predicted salary is between 28800 - 42000 £ per year.
We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the existing Advisers. Ideal for an existing Adviser or for a Paraplanner who wants more client interaction, the main role will be to work alongside the existing Partners to provide technical support and to grow into the role of managing the client relationship. We are looking for either a fully DipPFS qualified individual or someone who is very close to completion of the Diploma in Regulated Financial Planning. IT skills required Experience of Microsoft Word, Excel and Outlook good and accurate keyboard skills Experience of using IFA software tools such as FE Analytics, IRESS and cash-flow modelling tools. Personal skills required Good standard of written and verbal communication Attention to detail Personal & Professional integrity Good interpersonal skills Effective time management Ability to critically evaluate information, probe and challenge A flexible and adaptable attitude towards work Salary & Conditions Basic salary will be determined by experience of candidate plus performance related bonus. Potential for rapid career progression. This is a full-time post 35 hours per week. Role will be office based exclusively – 9am to 5pm, Monday to Friday with only occasional incidental opportunity to work from home. AWFM We are a growing firm of Independent Financial Advisers (IFAs)and Wealth Managersbased in Farningham less than a mile outside the M25 south of Junction 3. We provide advice to private clients across London and the South East of England. There are currently 3 Partners and 6 other members of staff. We occupy newly refurbished air-conditioned offices with on-site parking for staff and clients. Closing date for applications 31 st January 2025 We do however reserve the right to close this job vacancy prior to the advertised closing date, if we feel we have found a suitable candidate. If you wish to be considered for this role, please send your CV to our business manager Harin Fernando Should your application be successful, an offer of employment will be subject to satisfactory references and proof of eligibility to live and work in the UK. TPBN1_UKTJ
Adviser or Paraplanner employer: AW Financial Management LLP
Contact Detail:
AW Financial Management LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Adviser or Paraplanner
✨Tip Number 1
Familiarize yourself with the specific IFA software tools mentioned in the job description, such as FE Analytics and IRESS. Having hands-on experience or even a basic understanding of these tools can set you apart from other candidates.
✨Tip Number 2
Demonstrate your client-centric approach during any interactions with the firm. Share examples from your past experiences where you successfully managed client relationships or provided exceptional service.
✨Tip Number 3
Highlight your attention to detail and time management skills in conversations or interviews. Prepare specific scenarios where you effectively managed multiple tasks while maintaining high accuracy.
✨Tip Number 4
Research the firm’s values and culture before applying. Tailor your discussions to reflect how your personal and professional integrity aligns with their client-centric philosophy.
We think you need these skills to ace Adviser or Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the responsibilities of an Adviser or Paraplanner. Highlight your relevant experience and how it aligns with the firm's client-centric approach.
Tailor Your CV: Customize your CV to emphasize your qualifications, particularly your DipPFS status or progress towards it. Include specific examples of your IT skills and experience with IFA software tools like FE Analytics and IRESS.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and attention to detail. Explain why you are interested in this position and how you can contribute to the team, focusing on your interpersonal skills and ability to manage client relationships.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Ensure that your application reflects your personal and professional integrity, as well as your effective time management skills.
How to prepare for a job interview at AW Financial Management LLP
✨Showcase Your Client-Centric Approach
Since the firm emphasizes a client-centric philosophy, be prepared to discuss how you prioritize client needs in your previous roles. Share specific examples of how you've built and maintained strong client relationships.
✨Demonstrate Technical Proficiency
Highlight your experience with IFA software tools like FE Analytics and IRESS. Be ready to discuss how you've used these tools to support financial planning and analysis in past positions.
✨Communicate Clearly and Effectively
Given the importance of good written and verbal communication skills, practice articulating your thoughts clearly. Consider preparing a brief explanation of complex financial concepts to demonstrate your ability to communicate effectively.
✨Exhibit Attention to Detail
Prepare to discuss instances where your attention to detail made a significant impact on your work. This could include examples of how you identified errors or improved processes through careful evaluation.
