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- Tasks: Help clients achieve financial goals and manage relationships in a regulated environment.
- Company: Leading FCA-regulated firm in Hampshire with a strong reputation.
- Benefits: Full-time role with opportunities for professional growth and development.
- Why this job: Make a real difference in clients' lives while advancing your career.
- Qualifications: Minimum 2 years' experience and Level 4 qualification required.
- Other info: Join a dynamic team committed to compliance and client success.
The predicted salary is between 36000 - 60000 £ per year.
A leading FCA-regulated firm in Hampshire is seeking a dedicated Financial Planner to assist clients in achieving their financial goals. The role involves managing existing clients and developing new relationships, ensuring all financial plans comply with FCA regulations.
Candidates must have at least 2 years' experience, the ability to attract clients, and a Level 4 qualification, with a commitment to compliance. This full-time position within the Finance function offers an opportunity to make a real difference while growing professionally.
Associate Financial Planner - FCA Regulated, Hampshire employer: Davies Talent Solutions
Contact Detail:
Davies Talent Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner - FCA Regulated, Hampshire
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to introduce you to someone at a firm you're interested in.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your experience aligns with their mission. We want to see you shine, so practice common interview questions and think about how you can demonstrate your commitment to compliance and client relationships.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a thank-you email to express your appreciation for the opportunity. This not only shows your enthusiasm but also keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website for the best chance at landing that Associate Financial Planner role. We’re always looking for dedicated individuals who are ready to help clients achieve their financial goals, and applying directly can give you an edge!
We think you need these skills to ace Associate Financial Planner - FCA Regulated, Hampshire
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and client management. We want to see how your skills align with the role, so don’t be shy about showcasing your Level 4 qualification and any relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about helping clients achieve their financial goals and how you can contribute to our team. Keep it professional but let your personality come through!
Showcase Compliance Knowledge: Since compliance is key in this role, make sure to mention your understanding of FCA regulations. We’re looking for someone who not only knows the rules but also values them in their work with clients.
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 shows you’re keen on joining our team!
How to prepare for a job interview at Davies Talent Solutions
✨Know Your FCA Regulations
Make sure you brush up on the latest FCA regulations relevant to financial planning. Being able to discuss compliance confidently will show that you’re serious about the role and understand the importance of adhering to these standards.
✨Showcase Your Client Relationship Skills
Prepare examples of how you've successfully managed client relationships in the past. Think about specific instances where you attracted new clients or helped existing ones achieve their financial goals. This will demonstrate your ability to build trust and rapport.
✨Highlight Your Qualifications
Since a Level 4 qualification is a must, be ready to discuss how your education has prepared you for this role. Share any relevant coursework or projects that relate to financial planning, as well as how you’ve applied this knowledge in real-world scenarios.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the firm’s approach to financial planning and client management. This not only shows your interest but also helps you gauge if the company aligns with your career goals.
