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For Companies At a Glance
- Tasks: Support financial advisors with client applications, records, and communications.
- Company: Join a top-tier wealth manager known for exceptional client service.
- Benefits: Enjoy a competitive salary, bonuses, and full support for industry exams.
- Why this job: Kickstart your career in finance with clear growth opportunities and training.
- Qualifications: Recent graduates with a finance-related degree are encouraged to apply.
- Other info: Work in a dynamic team environment focused on professional development.
The predicted salary is between 20880 - 36480 £ per year.
Job Description
Financial Planning (Graduate)
To £26,000 plus benefits and bonus
Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of Advisors they now wish to add an additional support professional to deal with technical and administration duties.
Joining as a graduate you will complete the initial training, following which you will be responsible for –
- processing of new business applications
- servicing existing client records
- platform-based work
- valuations
- database management
- communications with clients
- product provider liaison
The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path.
JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Financial Planning (Graduate) employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning (Graduate)
✨Tip Number 1
Network with professionals in the financial planning sector. Attend industry events or webinars to meet people who work in wealth management, as they can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and investment strategies. Being knowledgeable about current market conditions and financial products will help you stand out during interviews and discussions.
✨Tip Number 3
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any advice they might have for someone looking to break into the field.
✨Tip Number 4
Prepare for potential interview questions by practising your responses to common queries in the financial sector. This will help you articulate your passion for financial planning and demonstrate your readiness for the role.
We think you need these skills to ace Financial Planning (Graduate)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant coursework and experiences related to financial planning, investments, or pensions. Use keywords from the job description to demonstrate your fit for the role.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in this graduate position and how your background aligns with the responsibilities outlined in the job description. Be specific about your passion for financial services.
Showcase Relevant Skills: In your application, emphasise skills such as attention to detail, communication, and analytical abilities. Provide examples of how you've used these skills in academic or work settings.
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.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Basics
Brush up on your knowledge of financial planning, investments, and pensions. Be prepared to discuss key concepts and demonstrate your understanding of the industry, as this will show your enthusiasm and readiness for the role.
✨Showcase Your Communication Skills
Since the role involves client communications and liaising with product providers, practice articulating your thoughts clearly. Use examples from your past experiences where you successfully communicated complex information to others.
✨Demonstrate Attention to Detail
The job requires database management and processing applications, so be ready to discuss how you ensure accuracy in your work. Share specific instances where your attention to detail made a difference in a project or task.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and the support they provide for career development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
