Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients in financial planning and build lasting relationships.
- Company: A growing, privately owned financial planning firm in London.
- Benefits: Competitive salary, hybrid work model, and career progression opportunities.
- Why this job: Join a supportive team and shape your future in financial advising.
- Qualifications: Passion for client care and a desire for a long-term career.
- Other info: Be part of a transition to the next generation of leaders.
The predicted salary is between 39000 - 52000 £ per year.
We are a small, growing financial planning firm with 11 people, privately owned, and in the middle of a planned transition. By 2029, the founders will step back from day to day client management, with responsibility moving to the next generation of advisers and leaders.
We are hiring an adviser who wants a long-term career, not just a seat. Someone who understands that looking after clients is still a sales role, selling the relationship, earning trust, and retaining value, even when clients are handed to you.
This is not a business development role. You will not be expected to bring a client.
Associate Financial Planner in London employer: Financial Planning Firm
Contact Detail:
Financial Planning Firm Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they’re transitioning to new leadership. Show them you’re not just looking for any job, but that you’re genuinely interested in being part of their journey.
✨Tip Number 3
Practice your pitch! You’ll need to sell yourself just like you would sell a relationship to a client. Be ready to explain how you can build trust and retain value for clients, even if they’re handed to you.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s make this happen together!
We think you need these skills to ace Associate Financial Planner in London
Some tips for your application 🫡
Show Your Passion for Financial Planning: When writing your application, let us see your enthusiasm for financial planning. Share why you’re excited about helping clients and how you envision building long-term relationships with them.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this role. Highlight relevant experience and skills that align with our values and the responsibilities of an Associate Financial Planner.
Be Authentic: We want to get to know the real you! Don’t be afraid to show your personality in your application. Authenticity goes a long way in building trust, which is key in our industry.
Apply Through Our Website: For the best chance of success, make sure to apply through our website. This helps us keep track of applications and ensures you’re considered for the role directly!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Numbers
As an Associate Financial Planner, you’ll need to be comfortable with financial data. Brush up on key financial concepts and be ready to discuss how you’ve applied them in past roles. This shows you’re not just a number cruncher but someone who understands the bigger picture.
✨Build Rapport
Since this role is all about client relationships, practice building rapport during your interview. Use active listening techniques and engage with your interviewer. Show that you can connect with clients and earn their trust, which is crucial for this position.
✨Demonstrate Long-Term Thinking
The firm is looking for someone who wants a long-term career. Be prepared to discuss your career aspirations and how they align with the company’s vision for the future. Highlight any experiences that demonstrate your commitment to growth and development in the financial planning field.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm's transition and how you can contribute to its success. This not only shows your interest in the role but also your understanding of the business dynamics. It’s a great way to demonstrate that you’re thinking ahead and are invested in the firm’s future.
