At a Glance
- Tasks: Assist Advisers with new business administration and support the paraplanning team.
- Company: Prestigious Wealth Management firm in Manchester, specialising in high-value clients.
- Benefits: Competitive salary, study support for CII Diploma, and attractive benefits package.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Join a leading firm and gain valuable experience in financial planning.
- Qualifications: Experience in IO and IFA background preferred.
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 include:
- 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 in Manchester employer: Ferguson Dean Limited
Join a prestigious boutique Wealth Management firm in Manchester, where you will thrive in a supportive work culture that prioritises employee growth and development. With competitive salaries, comprehensive benefits, and dedicated study support for achieving your CII Diploma, this is an excellent opportunity to advance your career while working alongside experienced professionals in a dynamic environment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Manchester
✨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 values. 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, so don’t just memorise answers—make them your own!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Financial Planning Assistant in Manchester
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.
Showcase Your Skills:In your cover letter, showcase your skills that align with the duties mentioned in the job description. Talk about your experience with CRM systems, preparing reports, and managing diaries to demonstrate you're a perfect fit for the team.
Be Professional Yet Personable:While we want to see your professional side, don’t forget to let your personality shine through. A friendly tone can make your application stand out and show us that you’d be a great cultural fit for our team.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates!
How to prepare for a job interview at Ferguson Dean Limited
✨Know Your Numbers
Brush up on your financial knowledge, especially around investment options and the IO CRM system. Being able to discuss specific figures or case studies will show that you’re not just familiar with the theory but can apply it practically.
✨Showcase Your Experience
Be ready to talk about your previous roles in IFA settings. Highlight any relevant experience with new business administration or working alongside advisers. Use specific examples to demonstrate how you've contributed to a team or improved processes.
✨Prepare for Technical Questions
Expect questions about suitability reports and Key Feature Documentation. Familiarise yourself with these concepts and be prepared to explain how you would approach creating them. This will show your understanding of the role's responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and how they support their staff in achieving qualifications like the CII Diploma. This shows your genuine interest in the role and the company culture.
