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- Tasks: Manage client relationships and support firm-wide projects in a collaborative environment.
- Company: A growing, privately-owned financial planning firm with a team-focused culture.
- Benefits: Competitive salary, hybrid working, and opportunities for career progression.
- Why this job: Join a small team and make a real impact on clients' financial futures.
- Qualifications: Client-facing experience and a desire for long-term career growth.
- Other info: Enjoy a supportive atmosphere with no corporate layers and core hours.
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 bank with you. You will be given clients and expected to manage them properly.
The role:
- Managing an existing client bank including lower value, high touch clients and higher value clients who genuinely need planning
- Ongoing client relationship management, reviews, and retention
- Playing a role in firm-wide projects including:
- Client charging review
- Client management process review
- Building a proposition for clients in their 30s
The environment:
- Small firm, no corporate layers
- Hybrid working: 3 days in the office, 2 at home
- Core hours 10am to 4pm
- Team-focused culture. No egos. No passengers.
The person:
- Confident without being brash
- Comfortable with client-facing responsibility
- Understands that even servicing existing clients requires commercial awareness
- Genuinely wants a career and progression, not just a job title
- Works well in a small team and contributes beyond their own desk
- Social media skills are a strong advantage, particularly LinkedIn and YouTube
Associate Financial Planner in Witney 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 Witney
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. Building relationships can open doors to opportunities that aren’t even advertised.
✨Tip Number 2
Show your personality during interviews! We want to see the real you, so don’t just stick to rehearsed answers. Share your experiences and how they’ve shaped your approach to client management. Remember, it’s all about building trust and rapport!
✨Tip Number 3
Prepare thoughtful questions for your interviewers. This shows you’re genuinely interested in the role and the firm. Ask about their client management processes or how they envision the transition to the new management team. It’ll make you stand out as a candidate who’s invested in the future.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to remind them why you’re a great fit for the Associate Financial Planner role.
We think you need these skills to ace Associate Financial Planner in Witney
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 want to be an Associate Financial Planner and how you can contribute to our team. We love candidates who are genuinely excited about helping clients!
Tailor Your Application: Make sure to customise your application to fit the job description. Highlight your experience in client management and relationship building, as these are key for us. A personal touch goes a long way in showing that you understand what we’re looking for.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and fluff. Make it easy for us to see your skills and experiences that align with the role of managing existing clients.
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 don’t miss any important updates. Plus, it shows you’re keen on joining our small, collaborative team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Clients
Before the interview, take some time to research the types of clients the firm manages. Understanding their needs and how you can support them will show that you're genuinely interested in the role and ready to build those important relationships.
✨Showcase Your Team Spirit
Since this is a small firm with a team-focused culture, be prepared to discuss examples of how you've collaborated with others in the past. Highlighting your ability to work well within a team will resonate with the interviewers and demonstrate that you fit their culture.
✨Demonstrate Commercial Awareness
Even though you're not expected to bring a client bank, showing that you understand the financial landscape and how it affects client management is crucial. Prepare to discuss current trends in financial planning and how they might impact the firm's clients.
✨Be Ready for Client Scenarios
Expect to be asked about how you would handle specific client situations. Think through potential challenges and how you would approach them, focusing on building trust and retaining value. This will showcase your readiness for client-facing responsibilities.
