At a Glance
- Tasks: Support financial advisers with administration, reports, and diary management.
- Company: Leading boutique Wealth Management firm in Manchester.
- Benefits: Competitive salary, study support for CII Diploma, and additional perks.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Kickstart your career in finance while gaining valuable qualifications.
- Qualifications: Experience in IO and an IFA background preferred.
The predicted salary is between 30000 - 40000 € per year.
Ferguson Dean Limited, a leading boutique Wealth Management firm in Manchester, is seeking a Financial Planning Assistant to support three Advisers, including the MD. The role involves business administration, assisting with reports, managing diaries, and working with key stakeholders.
Ideal candidates will have experience in IO and an IFA background. The firm offers competitive salary, study support for CII Diploma, and additional benefits.
Financial Planning Assistant — Study Support & Growth in Manchester employer: Ferguson Dean Limited
Ferguson Dean Limited is an exceptional employer that prioritises the professional growth of its employees, offering comprehensive study support for the CII Diploma alongside a competitive salary. Located in the vibrant city of Manchester, the firm fosters a collaborative work culture where team members are encouraged to thrive and develop their skills while contributing to meaningful financial planning solutions.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant — Study Support & Growth in Manchester
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector, especially those who work at Ferguson Dean Limited. A friendly chat can open doors and give you insider info about the company culture.
✨Tip Number 2
Prepare for the interview by researching common questions for Financial Planning Assistants. We recommend practising your answers with a friend or in front of the mirror to boost your confidence.
✨Tip Number 3
Show off your skills! Bring examples of your previous work or projects that highlight your experience in IO and IFA. This will help you stand out and demonstrate your value to the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Financial Planning Assistant — Study Support & Growth in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience, especially in IO and IFA roles. We want to see how your background aligns with the Financial Planning Assistant position, so don’t hold back on showcasing your skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team at Ferguson Dean Limited. Keep it personal and engaging – we love a bit of personality!
Be Clear and Concise:When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key points stand out. Less is often more!
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to attach all your documents in one go. Plus, it shows us you’re keen to join our team!
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 planning strategies. Being able to discuss specific financial concepts confidently will show that you’re serious about the role and understand the industry.
✨Research Ferguson Dean Limited
Take some time to learn about Ferguson Dean Limited’s values, services, and recent news. This will not only help you tailor your answers but also demonstrate your genuine interest in the firm and its mission.
✨Prepare for Scenario Questions
Think about potential scenarios you might face as a Financial Planning Assistant. Prepare examples from your past experience where you successfully managed tasks like diary management or report preparation, showcasing your organisational skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready. Inquire about the team dynamics or how success is measured in the role. This shows that you’re engaged and thinking about how you can contribute to the firm’s success.
