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- Tasks: Assist in financial planning and client management to help achieve their financial goals.
- Company: Established Chartered Status Wealth Management firm with a client-first approach.
- Benefits: Competitive salary, pension, private medical insurance, bonuses, and car allowance.
- Why this job: Join a growing team and make a real difference in clients' financial futures.
- Qualifications: Strong communication skills and a passion for finance are essential.
- Other info: Dynamic work environment with opportunities for professional growth.
The predicted salary is between 27000 - 63000 £ per year.
Leicestershire (our ref AL1393)
Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance
Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn.
Assistant Financial Planner employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Financial Planner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. We can’t stress enough how personal connections can open doors for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show that you’re not just another candidate, but someone who truly aligns with their mission of putting clients first.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate why you’re the perfect fit for the Assistant Financial Planner role. We suggest rehearsing with a friend or in front of a mirror to boost your confidence.
✨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 that extra step to engage with us directly.
We think you need these skills to ace Assistant Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Assistant Financial Planner role. Highlight relevant experience and skills that align with what we’re looking for, like client management and financial analysis.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about financial planning and how you can contribute to our team. Keep it concise but engaging!
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use specific examples to demonstrate how you’ve added value in previous roles. We love seeing quantifiable results!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Numbers
As an Assistant Financial Planner, you’ll need to demonstrate your understanding of financial concepts and metrics. Brush up on key financial ratios, investment strategies, and market trends relevant to the role. Being able to discuss these confidently will show that you’re not just a candidate, but a knowledgeable asset.
✨Showcase Client-Centric Thinking
This company prides itself on putting clients at the core of their proposition. Prepare examples from your past experiences where you’ve prioritised client needs or gone the extra mile for customer satisfaction. This will highlight your alignment with their values and your potential fit within their team.
✨Prepare Thoughtful Questions
Interviews are a two-way street! Prepare insightful questions about the company’s approach to wealth management, their growth strategy, or how they support their financial planners. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
✨Dress the Part
First impressions matter, especially in finance. Opt for professional attire that reflects the company’s culture. A smart appearance can boost your confidence and set a positive tone for the interview, making you feel more prepared to tackle any questions thrown your way.
