Hybrid Financial Planning Assistant - Training & Growth in London
Hybrid Financial Planning Assistant - Training & Growth

Hybrid Financial Planning Assistant - Training & Growth in London

London Trainee 28000 - 42000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support high-net-worth clients with financial planning services and administrative tasks.
  • Company: Reputable financial planning company in England with a focus on client success.
  • Benefits: Competitive salary up to £35k, hybrid working, professional training, and pension contribution.
  • Why this job: Join a dynamic team and grow your career in the financial services industry.
  • Qualifications: Experience in financial services and strong administrative skills.
  • Other info: Flexible working model to enhance your work/life balance.

The predicted salary is between 28000 - 42000 £ per year.

A financial planning company in England is looking for a Financial Planning Assistant to support in delivering services to high-net-worth clients. This role requires experience in financial services and strong administrative skills.

The successful candidate will benefit from a competitive salary up to £35k and a generous benefits package including hybrid working, professional training support, and a pension contribution. This position accommodates a flexible working model to promote work/life balance.

Hybrid Financial Planning Assistant - Training & Growth in London employer: CV Elite Limited

Join a dynamic financial planning company in England that prioritises employee growth and work/life balance. With a competitive salary of up to £35k, generous benefits including hybrid working options, and professional training support, this role offers a unique opportunity to develop your career while delivering exceptional service to high-net-worth clients in a supportive and flexible environment.
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Contact Detail:

CV Elite Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Hybrid Financial Planning Assistant - Training & Growth in London

✨Tip Number 1

Network like a pro! Reach out to professionals in the financial services sector on LinkedIn or at local events. Building connections can lead to insider info about job openings and even referrals.

✨Tip Number 2

Prepare for interviews by researching the company and its clients. Understand their values and services so you can tailor your answers to show how you fit into their culture and can support high-net-worth clients.

✨Tip Number 3

Practice your interview skills with a friend or mentor. Get comfortable discussing your experience in financial services and your administrative skills, as these will be key in landing the role.

✨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 can sometimes give you an edge over other candidates.

We think you need these skills to ace Hybrid Financial Planning Assistant - Training & Growth in London

Experience in Financial Services
Strong Administrative Skills
Client Relationship Management
Attention to Detail
Organisational Skills
Communication Skills
Time Management
Problem-Solving Skills
Financial Analysis
Team Collaboration
Adaptability
Customer Service Orientation

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in financial services and administrative skills. We want to see how your background aligns with the role of a Financial Planning Assistant, so don’t be shy about showcasing relevant achievements!

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 contribute to our team. Keep it engaging and personal – we love to see your personality come through!

Showcase Your Skills: In your application, make sure to highlight any specific skills that are relevant to the role, like client management or financial analysis. We’re looking for someone who can hit the ground running, so let us know what you bring to the table!

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’s super easy – just follow the prompts and you’ll be all set!

How to prepare for a job interview at CV Elite Limited

✨Know Your Financial Stuff

Brush up on your financial services knowledge before the interview. Be ready to discuss key concepts and trends in financial planning, especially those relevant to high-net-worth clients. This shows you’re not just a paper pusher but genuinely interested in the field.

✨Show Off Your Admin Skills

Since strong administrative skills are crucial for this role, prepare examples of how you've successfully managed tasks in previous jobs. Think about times when you organised complex schedules or handled multiple priorities – these stories will highlight your capability.

✨Emphasise Flexibility and Teamwork

With a hybrid working model, it’s important to demonstrate your adaptability. Share experiences where you’ve thrived in flexible environments or collaborated with teams remotely. This will reassure them that you can balance work/life effectively while still delivering results.

✨Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to client service and professional development opportunities. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.

Hybrid Financial Planning Assistant - Training & Growth in London
CV Elite Limited
Location: London
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  • Hybrid Financial Planning Assistant - Training & Growth in London

    London
    Trainee
    28000 - 42000 £ / year (est.)
  • C

    CV Elite Limited

    50-100
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