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- Tasks: Support financial planning by analysing client circumstances and collaborating with consultants.
- Company: Prestigious Private Wealth Manager in London with a strong reputation.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Join a leading firm and make a difference in clients' financial journeys.
- Qualifications: Minimum 2 years experience in financial planning or related fields.
- Other info: Great opportunity for career advancement in a supportive team.
The predicted salary is between 36000 - 60000 £ per year.
Prestigious Private Wealth Manager are seeking an Assistant Financial Planner to join the London Financial Planning Team.
The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding Clients circumstances.
The ideal candidate will have a minimum of 2 years experience in…
Assistant Financial Planner employer: City Recruitment Associates Ltd
Contact Detail:
City Recruitment Associates Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn. A friendly message can go a long way, and you never know who might have a lead on that perfect Assistant Financial Planner role.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re a prestigious Private Wealth Manager. Tailor your answers to show how your experience aligns with their mission and the role of bridging Client Administration and Financial Planning.
✨Tip Number 3
Practice makes perfect! Get a friend or mentor to do mock interviews with you. Focus on articulating your understanding of clients' circumstances and how you can contribute to the team as an Assistant Financial Planner.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications!
We think you need these skills to ace Assistant Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Financial Planner role. Highlight your relevant experience, especially those 2 years in the financial sector, and showcase how your skills align with what we’re looking for.
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 you can bridge the gap between Client Administration and Financial Planning Consultants. We want to see your personality!
Showcase Your Understanding of Clients: In your application, emphasise your ability to understand and review clients' circumstances. Share examples of how you've successfully navigated client relationships in the past, as this is key for us in the role.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at City Recruitment Associates Ltd
✨Know Your Numbers
As an Assistant Financial Planner, it's crucial to be comfortable with financial data. Brush up on key financial concepts and be ready to discuss how you've used them in your previous roles. This will show that you understand the fundamentals and can contribute effectively.
✨Understand Client Needs
Since this role involves bridging the gap between Client Administration and Financial Planning Consultants, make sure you can articulate how you've previously assessed client circumstances. Prepare examples of how you've tailored financial solutions to meet specific client needs.
✨Showcase Your Communication Skills
Effective communication is key in this position. Be prepared to demonstrate how you've successfully communicated complex financial information to clients or colleagues. Practise explaining a financial concept in simple terms to showcase your ability to connect with clients.
✨Research the Company
Before the interview, take some time to research the Private Wealth Manager. Understand their values, services, and recent news. This knowledge will not only help you answer questions but also allow you to ask insightful questions, showing your genuine interest in the company.
