Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in financial planning and support daily operations within a small, dedicated team.
- Company: Join a thriving independent company with over 20 years in the financial services industry.
- Benefits: Enjoy a competitive salary of up to £28,000 plus excellent benefits.
- Why this job: Be part of a close-knit team with a strong culture and long employee tenure.
- Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key.
- Other info: This role offers a unique opportunity to grow within a stable and supportive environment.
We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, they have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist.
Contact Detail:
Anderson Wright Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Research the company thoroughly before your interview. Understand their values, mission, and the specific services they offer in financial planning. This will help you tailor your responses and show genuine interest in being part of their team.
✨Tip Number 2
Network with current or former employees if possible. They can provide insights into the company culture and what qualities they value in a Financial Planning Assistant, which can give you an edge during the selection process.
✨Tip Number 3
Prepare to discuss your understanding of financial planning tools and software. Familiarity with industry-standard applications can set you apart from other candidates and demonstrate your readiness for the role.
✨Tip Number 4
Be ready to showcase your teamwork skills. Since you'll be working in a small team, emphasise your ability to collaborate effectively and contribute positively to a long-standing group dynamic.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Financial Planning Assistant position. Tailor your application to highlight relevant skills and experiences that align with the role.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your financial services experience, skills, and achievements. Use bullet points for clarity and focus on quantifiable results where possible.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention why you want to work in a small team and how your background makes you a great fit for their culture.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Anderson Wright Consulting
✨Research the Company
Before your interview, take some time to learn about the company’s history, values, and recent achievements. This will not only show your interest but also help you tailor your answers to align with their goals.
✨Understand Financial Planning Basics
Brush up on key financial planning concepts and terminology. Being able to discuss these confidently will demonstrate your knowledge and suitability for the role of Financial Planning Assistant.
✨Prepare Questions
Think of insightful questions to ask during the interview. This shows your enthusiasm for the position and helps you gauge if the company is the right fit for you.
✨Showcase Teamwork Skills
Since you'll be working in a small team, highlight your ability to collaborate effectively. Share examples from past experiences where you contributed to a team’s success.
