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- Tasks: Assist a Senior Adviser with high-net-worth clients and financial planning tasks.
- Company: Join a leading financial planning firm based in Stockport, known for holistic client services.
- Benefits: Enjoy a competitive salary, benefits, and uncapped on-target earnings.
- Why this job: Kickstart your finance career while making a real impact on clients' lives.
- Qualifications: Ideal for those at the beginning of their financial advice journey.
- Other info: Opportunity to work closely with experienced professionals in a supportive environment.
The predicted salary is between 28800 - 48000 £ per year.
An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region.
A leading financial planning firm in Stockport, providing holistic planning to clients across Cheshire.
In return you will receive a competitive salary, benefits and uncapped OTE.
Financial Planning Adminstrator employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Adminstrator
✨Tip Number 1
Network with professionals in the financial planning industry, especially those based in Stockport or Cheshire. Attend local finance events or join relevant online forums to connect with potential colleagues and mentors who can provide insights into the firm and its culture.
✨Tip Number 2
Research the specific services offered by the firm and understand their approach to holistic planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in their client base.
✨Tip Number 3
Prepare to discuss your understanding of high-net-worth (HNW) clients and their unique financial needs. Familiarise yourself with common financial products and strategies that cater to this demographic, as it will show your readiness to take on the portfolio.
✨Tip Number 4
Consider reaching out to current or former employees of the firm on platforms like LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the application process, which can give you an edge over other candidates.
We think you need these skills to ace Financial Planning Adminstrator
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Planning Administrator. Highlight your understanding of financial planning and how you can support a Senior Adviser in managing high-net-worth clients.
Tailor Your CV: Make sure your CV reflects relevant experience or education related to financial planning. Emphasise any internships, coursework, or skills that align with the job description, particularly those that demonstrate your ability to work with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to learn from experienced professionals. Mention why you are interested in this specific firm and how you can contribute to their success.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your documents are well-organised and professionally presented.
How to prepare for a job interview at Ferguson Dean
✨Research the Firm
Before your interview, take some time to research the financial planning firm. Understand their values, services, and the specific clientele they serve. This will help you tailor your answers and show that you're genuinely interested in joining their team.
✨Prepare for Technical Questions
As a Financial Planning Administrator, you may be asked technical questions related to financial planning and investment strategies. Brush up on your knowledge of high-net-worth client needs and holistic planning approaches to demonstrate your competence.
✨Showcase Your Soft Skills
In addition to technical skills, soft skills are crucial in this role. Be prepared to discuss how you communicate with clients, manage relationships, and work collaboratively with a Senior Adviser. Use examples from your past experiences to illustrate these skills.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask the interviewer. Inquire about the firm's approach to client management or how they support new advisers in their career development. This shows your enthusiasm and eagerness to learn.
