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- Tasks: Manage client relationships and collaborate with a supportive team.
- Company: A growing financial advisory firm in Greater London.
- Benefits: Hybrid working model, focus on career growth, and a collaborative culture.
- Why this job: Join a dynamic team and build lasting client relationships without sales pressure.
- Qualifications: Confident, client-focused individuals with social media skills.
- Other info: Great opportunity for long-term career development in finance.
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 in London 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 in London
✨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 friendly chat can lead to valuable insights or even a referral.
✨Tip Number 2
Show off your social media skills! Use platforms like LinkedIn to engage with industry content, share your thoughts, and connect with potential employers. It’s a great way to get noticed and demonstrate your client-focused mindset.
✨Tip Number 3
Prepare for those interviews! Research the company thoroughly and think about how your experience aligns with their values. Be ready to discuss how you can contribute to their team-centric culture.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Client Manager & Financial Planner role. Plus, it shows you’re serious about joining our growing team!
We think you need these skills to ace Client Manager & Financial Planner (Hybrid) - Career Growth in London
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 mention any experiences where you’ve worked collaboratively with others. Talk about how you’ve contributed to a team environment and supported your colleagues in achieving common goals.
Be Confident and Authentic: Let your personality shine through in your application! We’re looking for confident individuals who can communicate effectively. Don’t be afraid to express your passion for financial planning and how you can bring value to our team.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining our growing 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 the types of clients they work with will help you demonstrate your client-focused approach and how you can manage those relationships effectively.
✨Showcase Your Social Media Skills
Since the role requires social media skills, be prepared to discuss how you've used social media in previous roles. Bring examples of how you've engaged clients or promoted financial services online, as this will show your ability to connect with clients in a modern way.
✨Emphasise Team Collaboration
Highlight your experience working in small teams and how you contribute to a collaborative environment. Share specific examples of how you’ve worked with colleagues to achieve common goals, as this aligns with the company’s team-centric culture.
✨Discuss Career Growth Aspirations
Since the position emphasises long-term career growth, be ready to talk about your professional development goals. Explain how this role fits into your career path and what steps you plan to take to grow within the company, showing your commitment to both personal and organisational success.
