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- 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 unique exposure to senior planners and enhance your financial planning skills.
- Qualifications: Level 4 qualified in Financial Planning with strong technical knowledge.
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 in London employer: atomos wealth
Contact Detail:
atomos wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate in London
✨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 be able to refer you to someone looking for a Financial Planning Associate.
✨Tip Number 2
Get involved in industry events and workshops. These are great places to meet potential employers and showcase your skills. Plus, it’s a chance to learn more about the latest trends in financial planning, which can give you an edge in interviews.
✨Tip Number 3
Prepare for interviews by brushing up on your technical knowledge. Be ready to discuss pension and tax calculations, as well as your experience with cash flow tools. Showing that you’re well-versed in these areas will impress hiring managers.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are proactive and engaged. Plus, it gives you a better chance of landing that interview and getting your foot in the door with our ambitious management team.
We think you need these skills to ace Financial Planning Associate in London
Some tips for your application 🫡
Show Your Passion for Financial Planning: Let us know why you're excited about the Financial Planning field! Share your journey so far and what drives you to support high-net-worth clients. A personal touch can really make your application stand out.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight relevant experience and skills that match the job description. We want to see how your background aligns with our ambitious goals and the specific tasks of the role.
Be Detail-Oriented: Since this role involves a lot of detailed work, ensure your application is free from typos and errors. Show us that you can produce accurate work by presenting a polished application that reflects your attention to detail.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at atomos wealth
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge, especially around tax and pension calculations. Familiarise yourself with tools like Voyant and FinCalc, as well as the processes of a financial planning firm. This will show that you're not just qualified, but also genuinely interested in the role.
✨Showcase Your Client Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your communication skills. Think of examples where you've successfully engaged with clients or resolved issues. Highlight your personable approach and how you can build strong relationships with high-net-worth clients.
✨Be Detail-Oriented
Attention to detail is crucial in financial planning. During the interview, mention specific instances where your attention to detail made a difference in your work. Whether it’s preparing reports or managing client records, showing that you can deliver accurate and thorough work will set you apart.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess how you would handle various client situations. Think about how you would proactively anticipate client needs or manage multiple tasks under tight deadlines. Practising these scenarios will help you articulate your thought process and problem-solving skills effectively.