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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 start of their advice career; no prior experience required.
- 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 Assistant/Administrator employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant/Administrator
✨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 financial planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in their practice.
✨Tip Number 3
Consider obtaining relevant certifications or training that align with the role of a Financial Planning Assistant. This not only enhances your skills but also shows your commitment to the profession and readiness to contribute effectively from day one.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview about the firm's client portfolio and growth opportunities. This demonstrates your proactive attitude and eagerness to learn from the Senior Adviser you'll be working with.
We think you need these skills to ace Financial Planning Assistant/Administrator
Some tips for your application 🫡
Understand the Role: Familiarise yourself with the responsibilities of a Financial Planning Assistant. 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 in finance or related fields. Emphasise any internships, coursework, or skills that align with the requirements of the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to learn. 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-formatted and professional.
How to prepare for a job interview at Ferguson Dean
✨Understand the Role
Make sure you have a clear understanding of what a Financial Planning Assistant does. Familiarise yourself with the responsibilities, especially working alongside a Senior Adviser and managing HNW clients.
✨Research the Firm
Look into the financial planning firm’s values, mission, and recent achievements. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Scenario Questions
Be ready to discuss how you would handle specific situations related to financial planning. Think about examples from your past experiences that demonstrate your problem-solving skills and ability to work with clients.
✨Show Enthusiasm for Learning
Since this role is aimed at someone at the start of their advice career, express your eagerness to learn and grow within the industry. Highlight any relevant courses or certifications you are pursuing or plan to pursue.
