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- Tasks: Join our team as a Financial Planning Associate, handling client administration and supporting financial planning tasks.
- Company: Work with a highly regarded boutique Wealth Management company known for its fantastic reputation.
- Benefits: Enjoy support for financial planning exams and gain valuable experience in a dynamic environment.
- Why this job: This role offers a chance to kickstart your career in finance while working alongside experienced professionals.
- Qualifications: You need 6 months to 1 year of financial planning support experience and strong A levels or graduate calibre.
- Other info: Experience with XPlan is a plus, and you'll thrive in a fast-paced, deadline-driven setting.
The predicted salary is between 30000 - 42000 £ per year.
Job Description
The Company
Our client is a boutique Wealth Management company, highly recognised with a fantastic reputation.
The Role:
This is a great junior level opportunity for an ambitious candidate that wants to progress their career within Financial Planning. The successful candidate will be fully supported in taking Financial Planning exams and will ideally already have a minimum of 6 months – 1 year of Financial Planning support experience.
The Financial Planning Associate will confidently work alongside all members of the Financial Planning Support Team to undertake all aspects of client administration.
The Financial Planning Associate is to carry out various Financial Planning Administration tasks with regards to the submission and monitoring of any new Financial Planning business placed with pension and insurance providers including client record creation such as management and storage. As well as the inputting of any client data and change request processing.
The Financial Planning Associate is to prepare Client Information including compiling valuations, relevant performance data and documentation for client meetings.
The Financial Planning Associate will prepare client specific illustrations key features documentation and application forms for client completion, using XPlan to manage workflow.
The Financial Planning Associate will handle the incoming post, participate in the development and implementation of procedures. As well as dealing with written and telephone enquiries, covering team members when they are absent, and any ad hoc project work to assist the Financial Planning Team Support Manager.
The Candidate
6 months – 1 years Financial planning / Wealth planning support experience
A strong interest to develop a career in Financial Planning / Wealth Planning
A eagerness to complete financial planning exams
Strong A levels or Graduate calibre
Excellent verbal communication skills
Experience using Xplan would be highly beneficial
Ability to work in a fast-paced environment, frequently to tight deadlines.
Financial Planning Associate , Technical Trainee , Private Wealth Management employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate , Technical Trainee , Private Wealth Management
✨Tip Number 1
Network with professionals in the Wealth Management sector. Attend industry events or webinars to meet people who work in financial planning. This can help you gain insights and potentially get referrals for the position.
✨Tip Number 2
Familiarise yourself with XPlan software, as it's mentioned in the job description. There are many online tutorials and resources available that can help you understand its functionalities, making you a more attractive candidate.
✨Tip Number 3
Prepare to discuss your previous experience in financial planning support during interviews. Think of specific examples where you demonstrated your skills in client administration or data management, as these will be crucial for the role.
✨Tip Number 4
Show your eagerness to learn and grow in the field of Financial Planning. Be ready to talk about your plans for completing financial planning exams and how you intend to develop your career within the company.
We think you need these skills to ace Financial Planning Associate , Technical Trainee , Private Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in Financial Planning or Wealth Management. Emphasise any specific tasks you've undertaken that relate to client administration and data management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your interest in pursuing Financial Planning exams and how your background aligns with the responsibilities of the Financial Planning Associate position.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as excellent verbal communication, attention to detail, and the ability to work under tight deadlines. If you have experience with XPlan, be sure to mention it.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is vital in the financial sector.
How to prepare for a job interview at JJ SEARCH LIMITED
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for a career in Financial Planning. Talk about what excites you about the industry and how you see yourself growing within it. This will demonstrate your commitment and eagerness to learn.
✨Highlight Relevant Experience
Even if you have only 6 months to a year of experience, be sure to discuss specific tasks you've undertaken in Financial Planning support. Use examples that showcase your skills in client administration and data management, as these are crucial for the role.
✨Familiarise Yourself with XPlan
If you have experience using XPlan, be prepared to discuss it in detail. If not, do some research beforehand. Understanding how to manage workflow using this software can set you apart from other candidates.
✨Prepare for Common Interview Questions
Anticipate questions related to your ability to work under pressure and meet tight deadlines. Think of examples from your past experiences where you successfully managed multiple tasks or projects, as this is essential for the fast-paced environment you'll be entering.
