Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Deliver financial plans and provide exceptional client services while ensuring compliance.
- Company: Join a leading financial planning company with a focus on personal development.
- Benefits: Enjoy hybrid work, holidays, medical insurance, and a pension scheme.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Must have passed CII R01 and R05 exams with strong organisational skills.
- Other info: Be part of a supportive Planner Academy and thrive in a dynamic environment.
The predicted salary is between 30000 - 42000 £ per year.
A financial planning company in the UK is seeking Associate Financial Planners to join their Planner Academy. This role requires delivering financial plans and client services while adhering to compliance standards.
Ideal candidates will have:
- Passed the CII R01 and R05 exams
- Strong organisational skills
- A commitment to personal development
The position offers hybrid work options and a comprehensive benefits package including holidays, medical insurance, and a pension scheme.
Hybrid Associate Financial Planner (R01/R05 Ready) in Leeds employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Hybrid Associate Financial Planner (R01/R05 Ready) in Leeds
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning industry through LinkedIn or local meetups. 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 commitment to personal development! Share any relevant courses, certifications, or workshops you've completed. This will demonstrate your dedication to growing in the financial planning field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, you’ll find all the latest opportunities tailored for aspiring Associate Financial Planners like you.
We think you need these skills to ace Hybrid Associate Financial Planner (R01/R05 Ready) in Leeds
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 your CII R01 and R05 exam achievements, as well as any relevant client service experience.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and how you can contribute to our Planner Academy. Be sure to mention your commitment to personal development and compliance standards.
Showcase Your Organisational Skills: In both your CV and cover letter, demonstrate your strong organisational skills. Share examples of how you've managed multiple tasks or projects effectively, as this is key in delivering financial plans and client services.
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’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Progeny
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning concepts, especially those covered in the CII R01 and R05 exams. Be ready to discuss how you've applied this knowledge in real-life scenarios, as it shows your practical understanding.
✨Showcase Your Organisational Skills
Since strong organisational skills are a must for this role, prepare examples that highlight how you've managed multiple tasks or projects effectively. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Your Commitment to Development
Talk about any additional training or certifications you're pursuing beyond the required exams. This shows that you're proactive about your personal development and serious about growing in the financial planning field.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s approach to financial planning and client services. This not only shows your interest in the role but also helps you gauge if the company aligns with your career goals.
