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For Companies At a Glance
- Tasks: Manage client files and support Financial Planners from start to finish.
- Company: Join a well-established boutique Investment Management firm in Manchester.
- Benefits: Enjoy a 6-month fixed-term contract with potential for growth.
- Why this job: Be part of a dynamic team ensuring top-notch client service and compliance.
- Qualifications: No specific qualifications required; just a passion for finance and organisation.
- Other info: This role is perfect for those looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
The Client: A well-established boutique Investment Management firm.
The Role: This role is a 6 month FTC based in Manchester. This is a great opportunity for a Financial Planning Client File Manager to support a team of Financial Planners in managing their client cases from initiation to completion. Ensuring all client files and advice processes meet the firm's top standard and FCA and Consumer Duty requirements.
Financial Planning Client File Manager , Financial Advice , 6M FTC employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Client File Manager , Financial Advice , 6M FTC
✨Tip Number 1
Familiarise yourself with the latest FCA regulations and Consumer Duty requirements. This knowledge will not only help you understand the role better but also demonstrate your commitment to compliance during any discussions.
✨Tip Number 2
Network with professionals in the investment management sector, especially those who work in financial planning. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've managed client files or supported financial planners in the past. Highlighting your organisational skills and attention to detail will be crucial in showcasing your fit for this role.
✨Tip Number 4
Research the boutique investment management firm thoroughly. Understanding their values, culture, and client base will allow you to tailor your conversations and show that you're genuinely interested in being part of their team.
We think you need these skills to ace Financial Planning Client File Manager , Financial Advice , 6M FTC
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the specific responsibilities of a Financial Planning Client File Manager. Highlight key skills and experiences that align with the role.
Tailor Your CV: Customise your CV to reflect relevant experience in financial planning and client management. Use keywords from the job description to demonstrate your suitability for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to manage client files effectively. Mention any previous experience with FCA regulations and consumer duty requirements.
Proofread Your Application: Before submitting, thoroughly proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and professional.
How to prepare for a job interview at JJ Search Ltd
✨Know the Firm Inside Out
Before your interview, make sure to research the investment management firm thoroughly. Understand their values, services, and recent news. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Demonstrate Your Organisational Skills
As a Financial Planning Client File Manager, organisation is key. Be prepared to discuss specific examples of how you've managed client files or projects in the past. Highlight any tools or systems you used to keep everything on track.
✨Familiarise Yourself with FCA Regulations
Since the role involves ensuring compliance with FCA and Consumer Duty requirements, brush up on these regulations. Being able to discuss how you would ensure compliance in your work will impress the interviewers.
✨Prepare Questions for the Interviewers
Interviews are a two-way street. Prepare thoughtful questions about the team dynamics, the firm's approach to client management, and what success looks like in this role. This shows that you're engaged and serious about the opportunity.
