At a Glance
- Tasks: Assist Advisers with administration, reports, and client communication in a dynamic wealth management environment.
- Company: Prestigious boutique Wealth Management firm in Manchester, focused on high-net-worth clients.
- Benefits: Competitive salary, study support for CII Diploma, and comprehensive benefits package.
- Other info: Join a collaborative team with opportunities for professional growth and development.
- Why this job: Gain valuable experience in finance while supporting top Advisers and enhancing your career.
- Qualifications: Experience in IO and IFA background preferred; strong organisational skills required.
The predicted salary is between 30000 - 40000 € per year.
A leading boutique Wealth Management firm in Manchester are looking for a Financial Planning Assistant to join them. They are a highly prestigious practice who operate in the £500k plus space. The role would be working with three Advisers, including the MD, as well as assisting the paraplanning team. Ideally you will have experience of IO and come from an IFA background.
Duties will have included:
- Complete all new business administration.
- Ensure all new business is entered onto the IO CRM.
- Chasing outstanding commissions and positions as required.
- Assisting with suitability reports including producing illustrations and Key Feature Documentation.
- Preparing and issuing LOA.
- Producing packs and information as needed.
- Working with key stakeholders internally and externally.
- Helping to manage Adviser's diaries.
- Ad hoc duties as required.
In return you will receive study support to achieve CII Diploma, competitive salary and package and benefits.
Financial Planning Assistant employer: Ferguson Dean Limited
Join a prestigious boutique Wealth Management firm in Manchester, where you will thrive in a supportive and collaborative work culture. With a focus on employee growth, the company offers study support for the CII Diploma alongside a competitive salary and benefits package, making it an excellent choice for those seeking meaningful career advancement in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at firms you admire. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the firm and its culture. Show them you’re not just another candidate; you’re genuinely interested in their work and how you can contribute to their success.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, not like you’re reading from a script!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing familiar faces in our inbox!
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Assistant role. Highlight any relevant experience you have in IO and IFA backgrounds, as well as your skills in administration and support for advisers.
Showcase Your Skills:In your cover letter, don’t just list your skills—show us how you've used them in past roles. Talk about your experience with CRM systems, preparing reports, and managing diaries. We want to see how you can add value to our team!
Be Professional Yet Personable:While we appreciate professionalism, don’t be afraid to let your personality shine through. A friendly tone can make your application stand out. Remember, we’re looking for someone who fits well with our team culture!
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 us you’re keen on joining our team!
How to prepare for a job interview at Ferguson Dean Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning and the specific duties mentioned in the job description. Familiarise yourself with IO CRM and the processes involved in new business administration, as this will show that you're ready to hit the ground running.
✨Showcase Your Experience
Be prepared to discuss your previous experience in an IFA environment. Highlight any relevant tasks you've completed, especially those related to producing suitability reports or managing advisers' diaries. This will demonstrate your capability and fit for the role.
✨Ask Smart Questions
Prepare thoughtful questions about the firm’s approach to wealth management and how they support their team. This not only shows your interest but also gives you insight into whether the company culture aligns with your values.
✨Demonstrate Team Spirit
Since you'll be working closely with advisers and the paraplanning team, emphasise your ability to collaborate effectively. Share examples of how you've successfully worked in a team setting, as this is crucial for the role.
