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- Tasks: Support high-net-worth clients with administrative assistance in financial planning services.
- Company: Prominent financial planning firm in Bristol with a focus on client success.
- Benefits: Competitive salary, hybrid working options, and comprehensive training provided.
- Why this job: Kickstart your career in finance with hands-on training and growth opportunities.
- Qualifications: Strong desire to learn, excellent organisational and communication skills.
- Other info: Join a dynamic team dedicated to client success and personal development.
The predicted salary is between 30000 - 42000 £ per year.
A prominent financial planning firm in Bristol seeks a Financial Planning Assistant to support high-net-worth clients. This role involves providing administrative assistance in delivering financial planning services and requires excellent organisational and communication skills.
Although prior knowledge of financial planning isn’t necessary, candidates must have a strong desire to learn and grow within the field. Training will be provided to ensure success, alongside an exceptional benefits package including a competitive salary and hybrid working options.
Financial Planning Assistant — Hybrid & Training‐Ready in Pill employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant — Hybrid & Training‐Ready in Pill
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning field, attend local events, or join online forums. You never know who might have a lead on that perfect Financial Planning Assistant role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since this role involves supporting high-net-worth clients, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or family.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got all the resources you need to make your application stand out. Plus, it’s a great way to show your enthusiasm for joining our team.
We think you need these skills to ace Financial Planning Assistant — Hybrid & Training‐Ready in Pill
Some tips for your application 🫡
Show Your Enthusiasm: Let us know how excited you are about the role! Highlight your eagerness to learn and grow in financial planning. A genuine passion can really make your application stand out.
Tailor Your CV: Make sure your CV reflects the skills mentioned in the job description. Focus on your organisational and communication skills, and any relevant experiences that showcase your ability to support clients effectively.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you want to join our team. Share your motivation for working in financial planning and how you can contribute to our success while learning from us.
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!
How to prepare for a job interview at CV Elite Limited
✨Know Your Financial Basics
Even if you don't have prior knowledge of financial planning, it's a good idea to brush up on some basic concepts. Familiarise yourself with terms like assets, liabilities, and investment strategies. This will show your eagerness to learn and help you engage more effectively during the interview.
✨Showcase Your Organisational Skills
As a Financial Planning Assistant, you'll need to be organised. Prepare examples from your past experiences where you've successfully managed tasks or projects. Highlighting your ability to stay organised will demonstrate that you're ready for the role's demands.
✨Communicate Clearly and Confidently
Strong communication skills are key in this role. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and aspirations.
✨Express Your Desire to Learn
Since training is provided, make sure to convey your enthusiasm for learning and growing in the financial planning field. Share specific areas you're interested in exploring further, which will show your commitment to developing your skills and contributing to the team.
