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- Tasks: Support client meetings and manage portfolios while delivering exceptional service.
- Company: Join a well-established financial services firm with a strong reputation.
- Benefits: Enjoy hybrid working, early Friday finishes, and competitive salary.
- Why this job: Gain hands-on experience in a dynamic team with clear growth opportunities.
- Qualifications: Prior experience in financial planning or wealth management is essential.
- Other info: Be the first point of contact for clients and ensure compliance with regulations.
The predicted salary is between 31500 - 52500 £ per year.
Artemis Human Capital are pleased to be representing a well-established financial services firm who are now recruiting for a Client Services & Financial Planning Associate to join their team. This is a varied and rewarding role, perfect for someone with experience in financial services who enjoys combining client interaction with technical financial analysis . Youll work closely with Advisers and Paraplanners, ensuring clients receive an exceptional service that provides clarity and peace of mind in their financial planning. What youll gain: Competitive salary of £2630K Hybrid working & early Friday finish Strong career progression opportunities Exposure to interesting and varied client work Day-to-day responsibilities: Supporting client meetings by preparing reports, reviews, and financial analysis. Managing client portfolios and implementing investment changes. Contacting providers to obtain client portfolio details. Assisting with cashflow planning and financial research. Maintaining accurate client data and ensuring compliance with FCA regulations. Acting as a first point of contact for client queries, delivering excellent service. Were looking for someone who: Has prior experience in a financial planning, wealth management, or financial services support role. Is confident communicating with clients and providers both by phone and in writing. Has excellent organisational skills and attention to detail. Is proactive, professional, and able to manage competing priorities. Works well both independently and as part of a collaborative team. This role offers the chance to be hands-on in a dynamic financial planning team, with clear routes for personal and professional growth. Skills: Financial Planning Client Services Wealth Management Financial Services41bf1e1f-b16b-4260-a40a-17c77a06fd15
Client Services & Financial Planning Associate employer: Artemis Search & Selection Limited
Contact Detail:
Artemis Search & Selection Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Services & Financial Planning Associate
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and wealth management. This 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, especially those who work in client services or financial planning. Attend relevant events or join online forums to make connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've provided exceptional client service in previous roles. Highlight your ability to manage client portfolios and your experience with financial analysis to showcase your suitability for the position.
✨Tip Number 4
Research the firm thoroughly before your interview. Understand their values, services, and client base so you can tailor your responses and show how you align with their mission and can contribute to their success.
We think you need these skills to ace Client Services & Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and client services. Use specific examples that demonstrate your skills in client interaction and technical financial analysis.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial services and your understanding of the role. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, emphasise your organisational skills, attention to detail, and ability to manage competing priorities. These are key traits the company is looking for in a candidate.
Showcase Communication Abilities: Since the role involves client interaction, provide examples of how you've effectively communicated with clients and providers in the past, both verbally and in writing.
How to prepare for a job interview at Artemis Search & Selection Limited
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial services knowledge before the interview. Be prepared to discuss financial planning concepts, investment strategies, and any relevant regulations. This will demonstrate your expertise and confidence in the field.
✨Prepare for Client Interaction Scenarios
Since the role involves significant client interaction, think of examples from your past experiences where you successfully managed client relationships. Be ready to discuss how you handled difficult situations or provided exceptional service to clients.
✨Highlight Your Organisational Skills
The job requires excellent organisational skills, so be prepared to talk about how you manage your workload and prioritise tasks. Consider sharing specific tools or methods you use to stay organised and ensure compliance with regulations.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. This could include inquiries about the team dynamics, the firm's approach to client service, or opportunities for professional development. It shows your genuine interest in the role and the company.
