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- Tasks: Support clients by developing financial plans and engaging in meetings.
- Company: Dynamic financial planning firm focused on growth and client success.
- Benefits: Competitive salary, discretionary bonus, and professional development opportunities.
- Why this job: Grow your career while leading client relationships in a supportive environment.
- Qualifications: 4+ years in financial planning and proficiency in relevant software.
- Other info: Remote role with excellent potential for career advancement.
The predicted salary is between 28800 - 48000 £ per year.
A financial planning firm is seeking a remote Associate Financial Planner. You will support clients in a growth-focused role, engaging in meetings and developing financial plans. As you grow, you will transition into leading your own client relationships.
The position requires at least 4 years in a financial planning role and proficiency in relevant software. A commitment to professional development towards CFP is essential.
Competitive salary and numerous benefits are offered including a discretionary bonus and professional growth opportunities.
Remote UK Associate Financial Planner – Grow to Lead in Bristol employer: Frazer James
Contact Detail:
Frazer James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote UK Associate Financial Planner – Grow to Lead in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a new role. You never know who might have the inside scoop on opportunities or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your responses. We recommend using role-play with a friend or even in front of a mirror to boost your confidence.
✨Tip Number 3
Showcase your skills! During interviews, be ready to discuss specific software you've used and how it has helped you in your previous roles. This will demonstrate your proficiency and make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote UK Associate Financial Planner – Grow to Lead in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Associate Financial Planner role. Highlight your financial planning experience and any relevant software proficiency to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for financial planning and how you envision growing into a leadership role. We love to see enthusiasm and a clear understanding of our firm’s values.
Showcase Your Professional Development: Since a commitment to professional growth is key, mention any steps you’ve taken towards obtaining your CFP or other relevant qualifications. We appreciate candidates who are proactive about their career development!
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 this exciting opportunity. Don’t miss out!
How to prepare for a job interview at Frazer James
✨Know Your Financial Planning Stuff
Make sure you brush up on your financial planning knowledge. Be ready to discuss your experience in the field, especially any specific software you've used. This shows you're not just familiar with the basics but can also handle the tools they'll expect you to use.
✨Show Your Growth Mindset
Since this role is all about growth, be prepared to talk about how you've developed professionally in the past. Share examples of how you've taken initiative in your previous roles and how you plan to pursue your CFP certification. This will demonstrate your commitment to continuous improvement.
✨Engage Like a Pro
In a client-facing role, communication is key. Practice articulating your thoughts clearly and confidently. During the interview, engage with your interviewer as if they were a client—ask questions, listen actively, and respond thoughtfully to show you can build relationships.
✨Prepare for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think of situations where you've had to develop financial plans or manage client relationships. Prepare structured responses using the STAR method (Situation, Task, Action, Result) to showcase your abilities effectively.
