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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 28800 - 48000 £ 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 in London 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 in London
✨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 related to financial planning. We should also be ready to discuss how we can deliver high service levels and contribute to the team.
✨Tip Number 3
Show off your organisational skills! Bring examples of how you've managed projects or tasks in the past. This will help us demonstrate our ability to juggle responsibilities in a hybrid role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows we’re serious about joining the Planner Academy.
We think you need these skills to ace Hybrid Associate Financial Planner - 12-Month Academy in London
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 showcase your passion for financial planning and how you can contribute to our Planner Academy. Be sure to mention why hybrid working suits you and how you plan to maintain high service levels.
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 organisational skills through structured responses.
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 keen on joining our team!
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.
✨Showcase Your Organisational Skills
Prepare examples from your past experiences where you've demonstrated strong organisational skills. Whether it's managing client portfolios or juggling multiple tasks, having concrete examples ready will help you stand out.
✨Communicate Clearly and Confidently
Practice articulating your thoughts clearly. Since communication is key in this role, consider doing mock interviews with friends or family to refine your delivery and ensure you come across as confident and professional.
✨Embrace the Hybrid Model
Familiarise yourself with hybrid working dynamics. Be ready to discuss how you can balance personal responsibilities while maintaining high service levels. This shows that you understand the company's culture and are prepared to thrive in their environment.
