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- Tasks: Help clients achieve their financial goals and manage client relationships.
- 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 28800 - 48000 £ 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 in London 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 in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, attend local events, and join relevant online groups. The more people you know, the better your chances of landing that Associate Financial Planner role.
✨Tip Number 2
Show off your skills! Prepare a portfolio showcasing your past successes in financial planning. Highlight how you've helped clients achieve their goals while staying compliant with FCA regulations. This will make you stand out during interviews.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your answers and boost your confidence. Focus on demonstrating your ability to attract clients and manage relationships effectively.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to tailor your application to highlight your Level 4 qualification and experience, showing us why you’re the perfect fit for the team.
We think you need these skills to ace Associate Financial Planner - FCA Regulated, Hampshire in London
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 FCA regulations relevant to financial planning. Being able to discuss compliance confidently will show that you understand the industry's standards and can navigate them effectively.
✨Showcase Your Client Management Skills
Prepare examples of how you've successfully managed client relationships in the past. Highlight your ability to attract new clients and maintain existing ones, as this is crucial for the role.
✨Demonstrate Your Financial Knowledge
Be ready to discuss various financial products and strategies. Having a solid grasp of financial planning concepts will help you stand out and prove that you're capable of helping clients achieve their goals.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to financial planning and client management. This shows your genuine interest in the role and helps you assess if the company aligns with your career aspirations.
