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- Tasks: Assist Advisers with administration, reports, and client communication in a dynamic wealth management environment.
- Company: Prestigious boutique Wealth Management firm in Manchester.
- Benefits: Competitive salary, study support for CII Diploma, and comprehensive benefits package.
- Other info: Opportunity for career growth and professional development in a supportive team.
- Why this job: Join a leading firm and gain valuable experience in financial planning while supporting top Advisers.
- 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
Contact Detail:
Ferguson Dean Recruiting Team
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 industry, especially those connected to the firm you're eyeing. A friendly chat can sometimes lead to insider info or even a referral.
✨Tip Number 2
Prepare for the interview 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.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, not like you’re reading from a script!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show that you’re really keen on the role.
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 for advisers.
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 the 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, showing us that you’d be a great cultural fit for our prestigious practice.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates regarding your application status.
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 financial products or recent market trends will show that you're not just familiar with the basics but are genuinely interested in the field.
✨Showcase Your Experience
Prepare examples from your previous roles that highlight your experience in administration and working with advisers. Think about times when you successfully managed multiple tasks or improved a process, as this will resonate well with the interviewers.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s approach to wealth management and how they support their team’s development. This shows that you’re engaged and serious about contributing to their success, plus it gives you a chance to assess if the firm is the right fit for you.
✨Demonstrate Team Spirit
Since you'll be working closely with advisers and the paraplanning team, emphasise your ability to collaborate effectively. Share examples of how you've worked in a team setting, highlighting your communication skills and adaptability.