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- Tasks: Deliver financial planning and advice while ensuring high service levels.
- Company: Dynamic financial services company with a focus on professional development.
- Benefits: Private health insurance, 30 days holiday, and hybrid working options.
- Why this job: Join a structured career path and balance work with personal life.
- Qualifications: CII R01 and R05 exams passed, strong organisational and communication skills.
- Other info: Engage with colleagues in a supportive and collaborative environment.
The predicted salary is between 30000 - 42000 £ per year.
A financial services company in the UK is seeking Associate Financial Planners to join their Planner Academy. The role offers a structured career path with hybrid working, allowing individuals to balance personal responsibilities while engaging with colleagues.
Successful candidates will deliver financial planning and advice, ensure high service levels, and continue professional development. Ideal applicants should have passed the CII R01 and R05 exams and demonstrate strong organisational and communication skills.
Benefits include private health insurance and 30 days holiday.
Hybrid Associate Financial Planner - 12-Month Academy employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Associate Financial Planner - 12-Month Academy
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the company on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common questions. We should focus on our communication skills and be ready to showcase how we can deliver top-notch financial planning.
✨Tip Number 3
Show off our organisational skills! Bring examples of how we've managed multiple tasks or projects in the past. This will highlight our ability to thrive in a hybrid working environment.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed and shows we’re serious about joining the Planner Academy.
We think you need these skills to ace Hybrid Associate Financial Planner - 12-Month Academy
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 your CII R01 and R05 exam achievements, as well as any relevant financial planning experience.
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 Planner Academy. Keep it engaging and personal, showing us your personality.
Showcase Your Communication Skills: Since strong communication is key in this role, make sure your application reflects this. Use clear and concise language, and don’t hesitate to demonstrate your ability to explain complex financial concepts simply.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning and the specifics of the CII R01 and R05 exams. Being able to discuss these topics confidently will show that you're not just qualified, but genuinely interested in the field.
✨Show Off Your Organisational Skills
Prepare examples from your past experiences where you've demonstrated strong organisational skills. Whether it's managing multiple tasks or prioritising deadlines, having concrete examples ready will help you stand out.
✨Practice Your Communication
Since communication is key in this role, practice explaining complex financial concepts in simple terms. You might even want to do a mock interview with a friend to get comfortable articulating your thoughts clearly.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, the Planner Academy structure, or opportunities for professional development. This shows your enthusiasm and helps you gauge if the company is the right fit for you.
