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- Tasks: Assist in providing financial advice and planning for high-net-worth clients.
- Company: Dynamic financial services firm based in Stockport.
- Benefits: Competitive salary, potential for uncapped earnings, and full-time hours.
- Why this job: Kickstart your finance career while working with experienced advisers and high-profile clients.
- Qualifications: Early-stage financial advice experience and a passion for client service.
- Other info: Great opportunity for professional growth and development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Stockport is looking for a Financial Planner to join their team. This role is ideal for someone at the early stages of their advice career, providing an opportunity to work alongside a Senior Adviser and eventually manage a portfolio of high-net-worth clients.
Responsibilities include:
- Offering holistic planning
- Attending client meetings
- Utilizing cashflow modelling
The position is full-time with a competitive salary and potential for uncapped earnings.
Associate Financial Planner – High-Net-Worth Clients in Stockport employer: Ferguson Dean
Contact Detail:
Ferguson Dean Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner – High-Net-Worth Clients in Stockport
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field, especially those who work with high-net-worth clients. Attend industry events or webinars to make connections that could lead to job opportunities.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of cashflow modelling and holistic planning. We recommend practising common interview questions and scenarios you might face when working with high-net-worth clients.
✨Tip Number 3
Showcase your passion for financial planning! When you get the chance to meet potential employers, share your enthusiasm for helping clients achieve their financial goals. It’s all about making a personal connection.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Associate Financial Planner role. Plus, it shows you’re serious about joining our team!
We think you need these skills to ace Associate Financial Planner – High-Net-Worth Clients in Stockport
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Financial Planner role. Highlight any relevant experience in financial planning or client management, and don’t forget to mention your enthusiasm for working with high-net-worth clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Be sure to mention your eagerness to learn from a Senior Adviser and grow within the firm.
Showcase Your Soft Skills: In the financial services world, soft skills are just as important as technical knowledge. Make sure to highlight your communication skills, ability to build relationships, and your knack for problem-solving in your application.
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 keep track of your application status. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Ferguson Dean
✨Know Your Financial Stuff
Brush up on your financial knowledge, especially around holistic planning and cashflow modelling. Be ready to discuss how you would approach managing high-net-worth clients and demonstrate your understanding of their unique needs.
✨Showcase Your People Skills
Since you'll be attending client meetings, it's crucial to highlight your interpersonal skills. Prepare examples of how you've successfully communicated complex financial concepts in the past or how you've built relationships with clients or colleagues.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's approach to client management and the tools they use. This shows your genuine interest in the role and helps you understand how you can contribute to their success.
✨Dress the Part
First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart appearance can help set a positive tone for the interview and show that you respect the firm's culture.
