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- Tasks: Support financial planners by improving processes and implementing regulatory changes.
- Company: National wealth manager investing heavily in employee support and development.
- Benefits: Attractive salary, annual bonuses, pay reviews, and flexible working options.
- Why this job: Be a vital part of a team that makes complex ideas simple and impactful.
- Qualifications: Level 4 qualified with technical knowledge in pensions and investments.
- Other info: Join a diverse team with excellent career growth and regular team get-togethers.
The predicted salary is between 28800 - 48000 £ per year.
Let\’s hear it for the unsung heroes. The ones who help others cut through the noise. The ones who take complex ideas and make them make sense. The ones who take feedback and use it as a force for good. Let\’s hear it for you. This national wealth manager invests a huge amount in teams that support their financial planners. A team such as this one, that oversees project work driven by internal business and regulatory change. You\’ll be part of a team of 12 that helps financial planners be the best they can be. Firstly by listening to their feedback on processes and systems. Secondly by improving those processes and systems (such as suitability letter templates and advice guidance templates). And finally, by implementing regulatory change in a way that everyone understands. And that investment doesn\’t stop with the wider team. This is a business that invests in its employees in a way that puts other firms to shame. There\’s nothing unsung about what\’s on offer. Alongside an attractive salary there\’s :
- A consistent four-figure annual bonus
- Yearly pay reviews / rises
- A twice yearly promotion process
- 10% non-contributory pension
- PHI, DIS, life cover, 26 week maternity / paternity / adoption pay. And so much more
There\’s also flexibility about where you work from. That coul…
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Advice Policy Consultant employer: Exchange Street Claims & Financial Services
Contact Detail:
Exchange Street Claims & Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advice Policy Consultant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for opportunities. A friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge around pensions and investments. We want you to feel confident discussing these topics, so practice makes perfect!
✨Tip Number 3
Showcase your relationship-building skills during interviews. Be ready to share examples of how you've successfully taken feedback and improved processes in the past. This will highlight your ability to be an unsung hero!
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we promise to keep you in the loop about everything you need to know before making any decisions.
We think you need these skills to ace Advice Policy Consultant
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for the role shine through. We want to see how much you care about helping financial planners and making complex ideas simple. A bit of personality goes a long way!
Tailor Your Application: Make sure to customise your application to reflect the specific skills and experiences that match the job description. Highlight your technical knowledge around pensions and investments, as well as any relevant feedback experience. We love seeing how you fit into our team!
Be Clear and Concise: Keep your writing straightforward and to the point. We appreciate clarity, especially when it comes to complex topics. Avoid jargon unless it's necessary, and make sure your key points stand out. We want to understand your message easily!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, we’ll keep you updated every step of the way, so you won’t be left in the dark.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Know Your Stuff
Make sure you brush up on your technical knowledge around pensions, IHT planning, and investments. Being level 4 qualified is a must, so be ready to discuss how your qualifications relate to the role and how they can benefit the team.
✨Showcase Your Relationship-Building Skills
Since you'll be working closely with financial planners, it's crucial to demonstrate your ability to build relationships. Prepare examples of how you've successfully collaborated with others in the past and how you handle feedback, both giving and receiving.
✨Be Ready to Discuss Process Improvement
The role involves improving processes and systems, so think about times when you've identified inefficiencies and implemented changes. Be specific about the impact your actions had and how you communicated these changes to your team.
✨Embrace the Company Culture
This company values investment in its employees, so show that you align with their ethos. Research their culture and be prepared to discuss why you want to be part of a team that prioritises support and development. Highlight your enthusiasm for contributing to a positive work environment.
