At a Glance
- Tasks: Assist Advisers with financial planning and manage new business administration.
- Company: Prestigious Wealth Management firm in Manchester with a strong reputation.
- Benefits: Competitive salary, study support for CII Diploma, and great benefits package.
- Other info: Dynamic team environment with opportunities for professional growth.
- Why this job: Join a leading firm and kickstart your career 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.
Locations
Financial Planning Assistant in Cheshire, Warrington employer: Ferguson Dean
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 Cheshire, Warrington
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management space, 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. We want you to show genuine interest in their work and values. Tailor your answers to reflect how you can contribute to their success.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and connect with top firms. Plus, it’s a great way to ensure your CV lands in the right hands.
We think you need these skills to ace Financial Planning Assistant in Cheshire, Warrington
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, don’t just list your qualifications. Instead, showcase how your skills align with the duties mentioned in the job description, like managing diaries and preparing reports.
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 you’d fit right in with our team.
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 this exciting opportunity!
How to prepare for a job interview at Ferguson Dean
✨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
Prepare examples from your previous roles in IFA settings that highlight your skills in administration and client management. Use the STAR method (Situation, Task, Action, Result) to structure your responses and make them impactful.
✨Understand the Firm's Culture
Research the boutique Wealth Management firm’s values and recent achievements. Tailor your answers to reflect how your personal values align with theirs, showing that you’re a great fit for their team.
✨Ask Insightful Questions
Prepare thoughtful questions about the role and the team dynamics. Inquire about how they measure success for the Financial Planning Assistant position or what challenges the Advisers currently face. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
