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- Tasks: Manage client relationships and support Financial Planners with detailed reports and research.
- Company: Ambitious financial planning firm focused on high-net-worth clients.
- Benefits: Competitive pension, private medical insurance, 26 days holiday, and flexible work options.
- Other info: Dynamic role with opportunities for growth and diverse tasks.
- Why this job: Gain hands-on experience in financial planning while working closely with top professionals.
- Qualifications: Level 4 qualified in Financial Planning with strong Excel and communication skills.
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 in Marlow employer: Atomos
Contact Detail:
Atomos Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate - London in Marlow
✨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
Prepare for interviews by researching the company and its values. Understand their approach to client service and be ready to discuss how you can contribute to their ambitious goals. Tailor your responses to show that you’re not just a fit for the role, but also for their culture.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Associate, you'll need to engage with clients effectively. Role-play common scenarios with friends or family to build confidence and ensure you can convey complex information clearly.
✨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 genuinely interested in joining our team and contributing to our mission of delivering excellence for high-net-worth clients.
We think you need these skills to ace Financial Planning Associate - London in Marlow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Associate role. Highlight your relevant experience and skills, especially those that align with the job description. We want to see how you can support our Financial Planners and deliver excellence!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for our team. Don’t forget to mention your understanding of high-net-worth clients!
Showcase Your Technical Skills: We’re looking for someone with solid technical knowledge, so be sure to showcase your Excel skills and any experience with cash flow tools or CRM systems like Xplan. Mention specific examples where you've used these skills effectively.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our ambitious team!
How to prepare for a job interview at Atomos
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions and tax calculations. Be ready to discuss how you've applied this knowledge in previous roles or studies, as it shows you're not just book-smart but also practical.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific situations where you anticipated client needs or solved problems for them. This will demonstrate your proactive approach and ability to provide high-quality service.
✨Get Familiar with Tools and Tech
Since the role involves using tools like Voyant and Xplan, make sure you’re comfortable discussing your experience with these or similar software. If you haven’t used them before, do a bit of research to understand their functionalities and how they can aid in financial planning.
✨Practice Your Communication Skills
As a Financial Planning Associate, you'll need to communicate effectively with clients and colleagues. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get feedback on your delivery and engagement.