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- Tasks: Support financial advisors with technical and administrative duties, including client communications and database management.
- Company: Join a top-quality wealth manager specializing in high-net-worth individuals and corporate clients.
- Benefits: Enjoy a competitive salary of £24,000, plus benefits, bonuses, and full support for industry exams.
- Why this job: Kickstart your career in financial planning with training, a clear career path, and a supportive team culture.
- Qualifications: Ideal candidates are recent graduates with a finance-related degree eager to enter the financial services field.
- Other info: JohnstonGreer specializes in recruitment for Financial Services and Pensions, ensuring a focused career journey.
The predicted salary is between 19200 - 33600 £ per year.
Financial Planning Assistant – Graduate £24,000 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 Support - Graduate employer: JohnstonGreer
Contact Detail:
JohnstonGreer Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support - Graduate
✨Tip Number 1
Make sure to familiarize yourself with the basics of financial planning and investment principles. This knowledge will not only help you in the role but also impress during your interactions with the team.
✨Tip Number 2
Network with professionals in the financial services industry. Attend relevant events or join online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your enthusiasm for the role by staying updated on current trends in financial planning and wealth management. This shows your commitment and eagerness to learn.
✨Tip Number 4
Prepare thoughtful questions about the company and the role for your interview. This not only shows your interest but also helps you assess if this is the right fit for you.
We think you need these skills to ace Financial Planning Support - 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. Emphasize any internships or projects that demonstrate your skills in these areas.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning and your eagerness to learn. Mention why you are interested in this specific role and how your background aligns with the company's values.
Highlight Technical Skills: Since the role involves platform-based work and database management, be sure to mention any technical skills you possess, such as proficiency in Excel or experience with financial software.
Show Enthusiasm for Learning: Express your willingness to undertake industry exams and training. Highlight your commitment to professional development and how you plan to leverage the support offered by the company.
How to prepare for a job interview at JohnstonGreer
✨Know Your Financial Basics
Make sure you have a solid understanding of financial concepts, especially those related to planning, investments, and pensions. Brush up on key terms and principles that are relevant to the role.
✨Show Enthusiasm for Learning
As a graduate, it's important to convey your eagerness to learn and grow in the financial planning field. Be prepared to discuss how you plan to approach your training and exams.
✨Prepare Questions for the Interviewers
Think of insightful questions to ask about the company culture, training programs, and career progression. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Highlight Relevant Experience
Even if you don't have direct experience in financial planning, emphasize any coursework, internships, or projects that demonstrate your analytical skills and attention to detail. Relate these experiences back to the responsibilities of the role.
