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For Companies At a Glance
- Tasks: Collaborate on innovative financial strategies and create tailored client insights.
- Company: Dynamic financial advisory firm in Horsham with a supportive team.
- Benefits: Competitive salary, holiday, pension, income protection, and bonuses.
- Why this job: Make a real difference in clients' financial security while growing your career.
- Qualifications: Experience in financial advisory and strong analytical skills required.
- Other info: Join a vibrant team with opportunities for professional development.
The predicted salary is between 40000 - 56000 £ per year.
Overview
Position: Financial Planning Associate
Salary: £40,000+
Location: Horsham
Hours: Monday – Friday, 9am – 5pm | Onsite
Benefits: Holiday, pension, income protection, bonus
Are you driven by detail and passionate about helping people achieve financial security? We’re looking for a proactive Financial Planning Associate to join our clients energetic Horsham team. Working alongside five talented consultants, you’ll play a vital role in shaping smart, tailored financial strategies while ensuring clients receive the highest level of service.
What You’ll Do
- Collaborate with advisors to design innovative financial strategies and investment reports.
- Dive deep into client financials assets, investments, income, and protection plans to build clear, future-focused insights.
- Create financial forecasts, retirement plans, and risk assessments using Voyant.
- Research and evaluate financial products to back up advisor recommendations.
- Keep everything compliant, accurate, and up to date within our CRM systems.
- Be the backbone of advisor operations, ensuring smooth, efficient delivery to clients.
What You Bring
- A solid background in financial advisory or wealth management.
- Broad knowledge of financial products and planning approaches.
- A sharp analytical mind with meticulous attention to detail.
- Clear, confident communication skills both written and spoken.
- The ability to balance multiple projects with a calm, organised approach.
Financial Planning Associate Full TimePermanent in Horsham employer: First Recruitment Services
Contact Detail:
First Recruitment Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate Full TimePermanent in Horsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the hunt for a Financial Planning Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its financial products. Show that you’re not just another candidate; demonstrate your passion for helping clients achieve financial security and how you can contribute to their team.
✨Tip Number 3
Practice your communication skills! Since clear communication is key in this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts confidently and clearly during the real deal.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Financial Planning Associate position. Plus, it shows you’re serious about joining our energetic team in Horsham!
We think you need these skills to ace Financial Planning Associate Full TimePermanent in Horsham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Associate role. Highlight your experience in financial advisory and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping people achieve financial security and how your background makes you a perfect fit for the role. Keep it engaging and personal!
Showcase Your Analytical Skills: Since attention to detail is key for this position, make sure to showcase your analytical skills in your application. Provide examples of how you've successfully managed financial data or created forecasts in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. We can't wait to hear from you!
How to prepare for a job interview at First Recruitment Services
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products and planning approaches. Being able to discuss these confidently will show that you're not just a candidate, but someone who understands the industry and can contribute from day one.
✨Showcase Your Analytical Skills
Prepare examples that highlight your analytical abilities and attention to detail. Think of specific instances where you've successfully tackled complex financial data or created insightful reports. This will demonstrate your capability to dive deep into client financials.
✨Practice Clear Communication
Since clear communication is key in this role, practice explaining financial concepts in simple terms. You might be asked to explain a financial strategy during the interview, so being articulate and confident will set you apart.
✨Familiarise Yourself with CRM Systems
Get to know the basics of CRM systems, especially if you have experience with them. If you can discuss how you've used such systems to keep information compliant and accurate, it will show that you're ready to hit the ground running.
