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- Tasks: Provide personalised financial advice and collaborate with teams to enhance client experience.
- Company: Leading financial advisory firm in Greater London with a mission-driven team.
- Benefits: Hybrid working, competitive salary, and opportunities for personal growth.
- Why this job: Make financial advice accessible while growing your career in a supportive environment.
- Qualifications: Strong communication skills and a passion for helping clients achieve their financial goals.
- Other info: Join a dynamic team dedicated to making a real difference in clients' lives.
The predicted salary is between 40000 - 45000 £ per year.
A leading financial advisory firm in Greater London is seeking an Associate Financial Planner to provide personalized financial advice to clients. The successful candidate will meet clients, understand their financial goals, and collaborate with internal teams to enhance client experience.
This role offers hybrid working, a competitive salary range of £40,000 to £45,000, and opportunities for personal growth within a mission-driven team dedicated to making financial advice accessible to all.
Hybrid Financial Planner: Build Plans, Grow Fast employer: Octopus Money Limited
Contact Detail:
Octopus Money Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner: Build Plans, Grow Fast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like ours.
✨Tip Number 2
Prepare for those interviews! Research common questions for financial planners and practice your responses. We want to see how you can meet clients' needs and enhance their experience, so be ready to showcase your skills.
✨Tip Number 3
Showcase your passion for financial planning! When you get the chance to meet potential employers, share your vision for making financial advice accessible. We love candidates who align with our mission and values.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining our team and contributing to our mission.
We think you need these skills to ace Hybrid Financial Planner: Build Plans, Grow Fast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Financial Planner role. Highlight any relevant financial advisory experience and showcase how you can meet clients' needs.
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 making financial advice accessible. Be genuine and let your personality come through.
Showcase Your Client Interaction Skills: Since this role involves meeting clients, emphasise your communication and interpersonal skills. Share examples of how you've successfully built relationships in previous roles or experiences.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any updates from us!
How to prepare for a job interview at Octopus Money Limited
✨Know Your Financial Stuff
Brush up on your financial knowledge and be ready to discuss various financial products and strategies. Understand the firm's approach to personalised financial advice, as this will show your genuine interest in their mission.
✨Showcase Your People Skills
Since the role involves meeting clients and understanding their goals, practice how you communicate complex financial concepts in simple terms. Be prepared to share examples of how you've built relationships with clients in the past.
✨Research the Company Culture
Dive into the firm’s values and mission. Knowing how they make financial advice accessible can help you align your answers with their goals, showing that you're not just a fit for the role but also for the team.
✨Prepare Questions That Matter
Think of insightful questions to ask during the interview. This could be about their hybrid working model or opportunities for personal growth. It shows you're engaged and serious about your future with them.
