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- Tasks: Support Senior Financial Planners and manage high net-worth client relationships.
- Company: Reputable UK financial services firm based in Leicestershire.
- Benefits: Structured training, career progression, and competitive salary.
- Why this job: Kickstart your career with a clear path to becoming a Financial Planner.
- Qualifications: Strong interpersonal skills and three years of experience in financial services.
- Other info: Exciting opportunities for growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A UK financial services company based in Leicestershire is seeking two Assistant Financial Planners to support Senior Financial Planners. This structured role offers essential training and development towards a Financial Planner position over two years.
Candidates need to possess strong interpersonal skills and at least three years of experience in financial services, particularly with high net-worth clients. Opportunities for career progression and client management await successful individuals.
Assistant Financial Planner – 2-Year Career Path to Planner employer: Four Squared Recruitment Ltd
Contact Detail:
Four Squared Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner – 2-Year Career Path to Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial services sector, especially those who work with high net-worth clients. Use platforms like LinkedIn to connect and engage with them; you never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your experience and how it relates to supporting Senior Financial Planners.
✨Tip Number 3
Showcase your interpersonal skills during interviews! Remember, this role is all about client management, so be ready to share examples of how you've successfully built relationships with clients in the past.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect directly with us.
We think you need these skills to ace Assistant Financial Planner – 2-Year Career Path to Planner
Some tips for your application 🫡
Show Off Your Experience: Make sure to highlight your three years of experience in financial services, especially if you've worked with high net-worth clients. We want to see how your background aligns with the role and how you can support our Senior Financial Planners.
Be Personable: Since strong interpersonal skills are a must, let your personality shine through in your application. We’re looking for someone who can build relationships with clients, so don’t be shy about sharing examples of how you’ve done this in the past.
Tailor Your Application: Take the time to customise your application for this specific role. Mention why you’re interested in the Assistant Financial Planner position and how it fits into your career goals. We love seeing candidates who are genuinely excited about joining us!
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’s super easy – just follow the prompts and you’ll be on your way!
How to prepare for a job interview at Four Squared Recruitment Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around high net-worth clients. Be ready to discuss your experience in financial services and how it relates to the role of an Assistant Financial Planner.
✨Show Off Those Interpersonal Skills
Since strong interpersonal skills are a must, think of examples where you've successfully built relationships with clients or colleagues. Practise articulating these experiences clearly, as they’ll be key in demonstrating your fit for the role.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the training and development opportunities available. This shows your enthusiasm for the career path and helps you gauge if the company is the right fit for you.
✨Dress the Part
First impressions matter, especially in financial services. Dress smartly and professionally to convey that you take the opportunity seriously. It’s all about showing you’re ready to step into a client-facing role.
