At a Glance
- Tasks: Support Financial Planners and manage client relationships with a focus on high-net-worth clients.
- Company: Ambitious financial planning firm with a dynamic management team.
- Benefits: Private medical insurance, life assurance, group income protection, and flexible work options.
- Other info: Engaging work environment with opportunities for personal and professional growth.
- Why this job: Gain hands-on experience in financial planning while working closely with top professionals.
- Qualifications: Level 4 qualified in Financial Planning and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
You've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.
About the role
You will take ownership of client relationships from beginning to end and follow administrative tasks through to completion. You’ll work alongside a highly detail‑driven, top‑billing Financial Planner who consistently attracts high‑quality prospects and continues to grow a substantial and expanding client portfolio. You will assist with processing new business and client reviews, diary management, liaising with clients and scheduling appointments. Your role will also involve preparing suitability reports, updating existing or creating new financial planning cash‑flow reports, and, when requested, producing and calculating both tax and pension calculations changes. You will conduct comprehensive financial research on products and investments using approved research tools. This is an integral role with a unique level of exposure to a senior Financial Planner, supporting them to provide high‑quality financial planning, with a focus on high‑net-worth clients and exceptional client service.
Accountabilities
- Proactively anticipate and support client needs, finding solutions for ad‑hoc requests.
- Provide high‑quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
- Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
- Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
- Deliver against organisational key results and objectives, adding value to their achievement.
- Ensure comprehensive client records are accurate and up to date at all times.
- Provide Financial Planners with precise and thorough research and calculations, showing your technical knowledge and capability.
Skills and Experience
- Level 4 qualified or higher in Financial Planning (ideally through CII).
- High level of knowledge and understanding of the processes and how a Financial Planning firm works.
- Good understanding and technical knowledge and able to do basic pension, tax calculations by hand and use cash flow tools (Voyant, FinCalc), financial planning research, and writing suitability reports.
- Experience of using a CRM (we use Xplan).
- A professional and personable communicator who enjoys engaging with clients.
- Able to work to deadlines whilst producing accurate work.
Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy. Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
Financial Planning Associate employer: atomos wealth
Join a dynamic and ambitious firm that prioritises employee growth and development, offering a unique opportunity to work closely with top-tier Financial Planners in a supportive environment. With a strong focus on high-net-worth clients, you will benefit from comprehensive training, a flexible work-from-anywhere policy, and a culture that values innovation and excellence. Our commitment to your professional journey is matched by competitive benefits, including private medical insurance and life assurance, making us an exceptional employer in the financial planning sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the firm and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their ambitious goals.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of a Financial Planning Associate. Highlight your knowledge of financial processes and your ability to support high-net-worth clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and contributing to our success.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Financial Planning Associate role. Highlight any relevant qualifications, especially your Level 4 in Financial Planning, and showcase your understanding of financial processes.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the firm. Mention specific experiences where you've supported client relationships or worked on financial planning tasks, showing us why you're the perfect fit.
Showcase Your Technical Skills:Don’t forget to mention your technical knowledge, especially with tools like Voyant or FinCalc. We want to see how you can contribute to our team by providing precise research and calculations, so be sure to include examples of your work!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our ambitious team!
How to prepare for a job interview at atomos wealth
✨Know Your Financial Planning Stuff
Make sure you brush up on your knowledge of financial planning processes and tools. Be ready to discuss your experience with cash flow tools like Voyant or FinCalc, and show off your understanding of tax and pension calculations. This will demonstrate your technical capability and readiness for the role.
✨Showcase Your Client Relationship Skills
Since this role involves managing client relationships, think of examples where you've successfully engaged with clients in the past. Prepare to share how you anticipate client needs and provide high-quality service, as this is key to supporting the Financial Planners effectively.
✨Be Detail-Oriented
Given the importance of accuracy in this role, highlight your attention to detail during the interview. You might want to mention specific instances where your meticulousness has led to successful outcomes, especially when preparing reports or managing client records.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the firm’s ambitions and how you can contribute to their goals. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
