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- Tasks: Manage client relationships and provide financial planning support in a collaborative team.
- Company: A growing financial advisory firm in Greater London with a focus on teamwork.
- Benefits: Hybrid working model, long-term career growth, and a supportive team environment.
- Why this job: Join a dynamic team and help clients achieve their financial goals without sales pressure.
- Qualifications: Confident, client-focused individuals with social media skills are encouraged to apply.
- Other info: Great opportunity for personal and professional development in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
A growing financial advisory company in Greater London is looking for an Associate Financial Planner to manage existing client relationships without the pressure of business development. The position emphasizes long-term career growth and collaboration in a small team. Ideal candidates should be confident, client-focused, and have social media skills. The role offers a hybrid working model, fostering a team-centric culture.
Client Manager & Financial Planner (Hybrid) - Career Growth employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Manager & Financial Planner (Hybrid) - Career Growth
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial advisory space and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream role.
✨Tip Number 2
Show off your social media skills! Use platforms like LinkedIn to engage with industry content, share your insights, and connect with potential employers. It’s a great way to demonstrate your client-focused mindset and build your professional brand.
✨Tip Number 3
Prepare for those interviews by practising common questions and scenarios related to client management. We want you to feel confident showcasing your skills and how you can contribute to a collaborative team environment.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you stand out, and applying directly shows your enthusiasm for the role. Plus, it’s a great way to keep track of your applications!
We think you need these skills to ace Client Manager & Financial Planner (Hybrid) - Career Growth
Some tips for your application 🫡
Show Your Client-Focused Approach: When writing your application, make sure to highlight your experience in managing client relationships. We want to see how you’ve built trust and rapport with clients in the past, so share specific examples that showcase your client-focused mindset.
Emphasise Team Collaboration: Since we value a team-centric culture, it’s important to demonstrate your ability to work well within a small team. Talk about your previous experiences collaborating with colleagues and how you contributed to achieving common goals. We love a good team player!
Be Confident and Authentic: Confidence is key! When crafting your application, let your personality shine through. We appreciate authenticity, so don’t be afraid to express your passion for financial planning and how you can contribute to our growing company.
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’re considered for the role. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Clients
Before the interview, research the company’s existing client base and their needs. Understanding how the firm manages client relationships will help you demonstrate your client-focused approach during the interview.
✨Showcase Your Social Media Skills
Since social media skills are highlighted in the job description, prepare examples of how you've used social media to enhance client engagement or promote financial services. This will show that you can contribute to the team’s collaborative culture.
✨Emphasise Long-Term Growth
Be ready to discuss your career aspirations and how they align with the company's emphasis on long-term growth. This shows that you’re not just looking for a job, but a place where you can develop and contribute over time.
✨Prepare Questions About Team Dynamics
Since the role involves collaboration in a small team, come prepared with questions about team dynamics and how they support each other. This demonstrates your interest in being an active part of their team-centric culture.
