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- Tasks: Support Financial Planners and conduct client reviews to enhance service quality.
- Company: Dynamic wealth management firm committed to diversity and inclusivity.
- Benefits: Excellent benefits package and a supportive work environment.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Degree educated, Level 4 qualified, with 2 years in financial planning.
The predicted salary is between 36000 - 60000 £ per year.
A wealth management firm is seeking an Assistant Financial Planner to join its London team. In this role, you will support experienced Financial Planners, conduct initial client reviews, and prepare essential documentation.
Ideal candidates will be degree educated, Level 4 qualified, with at least 2 years in a financial planning environment. You will engage with teams to ensure a seamless client onboarding process and directly impact service quality.
Excellent benefits are provided, alongside a commitment to diversity and inclusivity.
London Assistant Financial Planner - Client-Focused Support employer: LHH
Contact Detail:
LHH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land London Assistant Financial Planner - Client-Focused Support
✨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 lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them that you’re not just another candidate, but someone who genuinely aligns with their mission and is excited about contributing to their team.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience and skills make you the perfect fit for the Assistant Financial Planner role. Keep it concise and focus on how you can add value to their client-focused support.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace London Assistant Financial Planner - Client-Focused Support
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Assistant Financial Planner role. Highlight your degree, Level 4 qualification, and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how you can contribute to our team. Be sure to mention your client-focused approach and any specific experiences that demonstrate this.
Showcase Your Team Spirit: Since you'll be working closely with experienced Financial Planners, it's important to show us that you're a team player. Share examples of how you've collaborated with others in previous roles to enhance service quality and client satisfaction.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. This way, we can easily track your application and ensure it gets the attention it deserves!
How to prepare for a job interview at LHH
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of wealth management, client reviews, and documentation processes. Being able to discuss these topics confidently will show that you're ready to support experienced Financial Planners.
✨Showcase Your Client-Focused Mindset
Since this role is all about client support, think of examples from your past experience where you've gone above and beyond for clients. Be prepared to share how you ensure a seamless onboarding process and maintain high service quality.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their approach to diversity and inclusivity, as well as how they support their team members' growth. This shows you're genuinely interested in the company culture and values.
✨Dress the Part
Even if the firm has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression on the hiring team.
