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- Tasks: Deliver tailored financial services to clients in a hybrid work model.
- Company: Leading financial services firm with a focus on career progression.
- Benefits: Private medical insurance, company pension, and competitive benefits.
- Why this job: Kickstart your career with opportunities to become a Financial Adviser or Head Coach.
- Qualifications: Strong customer service skills and understanding of personal finance concepts.
- Other info: Dynamic environment with clear paths for career advancement.
The predicted salary is between 30000 - 50000 £ per year.
A leading financial services firm is seeking an Associate Financial Planner to deliver tailored services to clients while working in a hybrid model of office and home. This position allows for career progression into roles like Head Coach or Financial Adviser.
Ideal candidates will have strong customer service skills and a solid understanding of personal finance concepts.
This role includes competitive benefits such as private medical insurance and a company pension.
Hybrid Financial Planner: Path to Adviser Leadership employer: Octopus Money
Contact Detail:
Octopus Money Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Financial Planner: Path to Adviser Leadership
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the firm on LinkedIn. A friendly chat can give us insider info and maybe even a referral, which can really boost our chances.
✨Tip Number 2
Prepare for the interview by practising common questions related to financial planning and customer service. We should also think about how our personal finance knowledge can help clients, as this will show we’re ready for the role.
✨Tip Number 3
Showcase our soft skills! During interviews, let’s highlight our communication and problem-solving abilities. These are key in delivering tailored services to clients, and they’ll set us apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can keep an eye on any updates or new roles that pop up.
We think you need these skills to ace Hybrid Financial Planner: Path to Adviser Leadership
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out from the crowd.
Tailor Your Application: Make sure to customise your application for the Hybrid Financial Planner role. Highlight your customer service skills and understanding of personal finance concepts. We love seeing how your experience aligns with what we’re looking for!
Be Clear and Concise: Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Avoid jargon unless it’s relevant, and make sure your key points shine through!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Octopus Money
✨Know Your Financial Stuff
Make sure you brush up on personal finance concepts before the interview. Be ready to discuss how you would tailor financial services to meet client needs, as this is key for the role.
✨Show Off Your Customer Service Skills
Prepare examples of how you've provided excellent customer service in the past. This could be through resolving client issues or going the extra mile to ensure satisfaction—make it relatable to the financial sector.
✨Embrace the Hybrid Model
Since this role involves a hybrid working model, think about how you can effectively manage your time and communication between home and the office. Be ready to share your strategies for staying organised and productive in both environments.
✨Career Progression Mindset
Express your enthusiasm for career growth within the company. Research potential paths like Head Coach or Financial Adviser and articulate how you see yourself evolving in these roles, showing that you're committed to long-term success.
