At a Glance
- Tasks: Support Financial Planners and manage client relationships with a focus on high-net-worth clients.
- Company: Dynamic financial planning firm with ambitious growth plans.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible working options.
- Other info: Enjoy a vibrant work culture 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 Excel skills required.
The predicted salary is between 35000 - 45000 € 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.
- Excellent Excel skills - e.g. Pivot tables, VLookups.
- 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.
Benefits
- Competitive Pension Scheme - we contribute 6%, you 3%
- 26 days holiday plus bank holidays
- 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 - London employer: Atomos
Join a dynamic and ambitious firm in London that prioritises employee growth and development, offering a supportive work culture where you can thrive as a Financial Planning Associate. With competitive benefits such as a generous pension scheme, private medical insurance, and a flexible work-from-anywhere policy, you'll have the opportunity to engage with high-net-worth clients while working closely with experienced Financial Planners. This role not only allows you to take ownership of client relationships but also provides unique exposure to senior professionals, ensuring a rewarding and meaningful career path.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate - London
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your technical skills and experience with tools like Excel and CRM systems. We want to see how you can add value to our team, so don’t hold back on showcasing your expertise!
✨Prepare for Interviews
Do your homework before any interview! Understand our firm’s values and the specifics of the Financial Planning role. We love candidates who can demonstrate their knowledge and passion for high-net-worth client service, so come prepared with examples of how you’ve excelled in similar situations.
✨Apply Through Our Website
We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re genuinely interested in being part of our ambitious team!
We think you need these skills to ace Financial Planning Associate - London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your qualifications in Financial Planning and any relevant experience that shows you can support our Financial Planners effectively.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're excited about this role and how you can contribute to our ambitious team. Be personable and show us your passion for providing exceptional client service.
Showcase Your Technical Skills:Since we value technical knowledge, make sure to mention your proficiency in Excel, CRM systems like Xplan, and any experience with financial planning tools. This will help us see your capability in handling the tasks outlined in the role.
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 this exciting opportunity in our growing firm.
How to prepare for a job interview at Atomos
✨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 Excel skills. The more you can demonstrate your technical know-how, the better!
✨Showcase Your Client Relationship Skills
Since this role involves a lot of client interaction, think of examples where you've successfully managed client relationships. Highlight your communication style and how you anticipate client needs. This will show that you're not just about numbers but also about building strong connections.
✨Prepare for Suitability Reports
Get familiar with writing suitability reports and preparing detailed review presentations. You might be asked to explain how you would approach these tasks, so having a clear process in mind will help you stand out. Maybe even bring a sample report if you have one!
✨Be Ready for Technical Questions
Expect some technical questions related to tax and pension calculations. Brush up on the basics and be prepared to do some calculations on the spot. Showing confidence in your technical abilities will reassure them that you can handle the responsibilities of the role.
