At a Glance
- Tasks: Support financial advisers and manage new business administration tasks.
- Company: Ferguson Dean, a top boutique Wealth Management firm in Manchester.
- Benefits: Competitive salary, study support for CII Diploma, and great perks.
- Other info: Opportunity to grow and learn in a supportive environment.
- Why this job: Join a dynamic team and kickstart your career in wealth management.
- Qualifications: Experience with IO and an IFA background preferred.
The predicted salary is between 30000 - 40000 € per year.
Ferguson Dean, a leading boutique Wealth Management firm in Manchester, is seeking a Financial Planning Assistant to support three Advisers, including the MD, and assist the paraplanning team. The candidate should ideally have experience with IO and an IFA background.
Responsibilities include:
- All new business administration
- Managing the IO CRM
- Preparing suitability reports
- Overall support for key stakeholders
The position offers study support for the CII Diploma along with a competitive salary and benefits.
Wealth Planning Assistant - IO CRM, Para Support, CII Study employer: Ferguson Dean
Ferguson Dean is an exceptional employer, offering a dynamic work environment in the heart of Manchester where employees are valued and supported. With a strong focus on professional development, including study support for the CII Diploma, our collaborative culture fosters growth and innovation, making it an ideal place for those looking to advance their careers in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Assistant - IO CRM, Para Support, CII Study
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, especially those who know Ferguson Dean. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of IO CRM and paraplanning. We want you to shine when discussing how you can support the Advisers and contribute to the team!
✨Tip Number 3
Showcase your skills! Bring along examples of your previous work or projects related to financial planning. This will help us see how you can add value to our team right from the start.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect with us directly.
We think you need these skills to ace Wealth Planning Assistant - IO CRM, Para Support, CII Study
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience, especially with IO and any IFA background. We want to see how your skills align with the role of a Wealth Planning Assistant.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you're passionate about wealth management and how you can support our Advisers and paraplanning team. Keep it engaging and personal.
Showcase Your Attention to Detail:Since you'll be preparing suitability reports and managing new business administration, it's crucial to demonstrate your attention to detail. Use examples from your past experiences to illustrate this.
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 don’t miss out on any important updates!
How to prepare for a job interview at Ferguson Dean
✨Know Your Stuff
Make sure you brush up on your knowledge of IO CRM and the financial planning process. Familiarise yourself with the responsibilities listed in the job description, especially around new business administration and preparing suitability reports. This will show that you're not just interested in the role but also understand what it entails.
✨Showcase Your Experience
If you've got an IFA background, be ready to discuss specific examples of how you've supported advisers in the past. Think about challenges you've faced and how you overcame them. This will help demonstrate your capability and readiness for the role.
✨Ask Smart Questions
Prepare a few insightful questions to ask during the interview. Inquire about the team dynamics, the types of clients they work with, or how they measure success in this role. This shows that you're genuinely interested in the position and eager to contribute.
✨Emphasise Your Learning Mindset
Since the position offers study support for the CII Diploma, express your enthusiasm for professional development. Share any relevant courses or certifications you've pursued and how they relate to the role. This will highlight your commitment to growth and align with the firm's values.
