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For Companies At a Glance
- Tasks: Support Financial Planners with research, advice preparation, and client record maintenance.
- Company: Dynamic financial services firm in Newcastle upon Tyne.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional growth.
- Why this job: Join a supportive team and kickstart your journey to becoming a Chartered Financial Planner.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Exciting opportunity for career advancement in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
A financial services firm in Newcastle upon Tyne is seeking a talented individual to join their Financial Planning team. This role supports Financial Planners by conducting technical research, preparing advice, and maintaining client records.
Candidates should hold a Level 4 Diploma in Financial Planning and possess strong attention to detail, technical knowledge of financial products, and excellent communication skills.
The role operates in a hybrid model, requiring presence in the office three days a week.
Hybrid Associate Financial Planner - Growth to Chartered in Newcastle upon Tyne employer: Nelson Scott LLP
Contact Detail:
Nelson Scott LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Associate Financial Planner - Growth to Chartered in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning. We recommend role-playing with a friend or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your technical research, advice preparation, and client management experiences. This will help you stand out and demonstrate your attention to detail.
✨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 are proactive about their job search!
We think you need these skills to ace Hybrid Associate Financial Planner - Growth to Chartered in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your Level 4 Diploma in Financial Planning and any relevant technical knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your attention to detail can benefit our team. Keep it concise but engaging!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application showcases your ability to convey complex information clearly. We want to see how you can connect with clients and colleagues alike!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Nelson Scott LLP
✨Know Your Financial Products
Make sure you brush up on your knowledge of various financial products. Be prepared to discuss how they work and their benefits. This will show that you have the technical expertise needed for the role.
✨Demonstrate Attention to Detail
Since this role requires strong attention to detail, be ready to provide examples from your past experiences where your meticulousness made a difference. Highlight any specific instances where your thoroughness led to successful outcomes.
✨Practice Your Communication Skills
As communication is key in this role, practice explaining complex financial concepts in simple terms. You might be asked to present a scenario or advice during the interview, so clarity and confidence are essential.
✨Understand the Hybrid Model
Familiarise yourself with the hybrid working model and be prepared to discuss how you manage your time and productivity in such an environment. Share strategies you’ve used to stay organised while working both in the office and remotely.
