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For Companies At a Glance
- Tasks: Deliver financial plans and build strong client relationships in a supportive environment.
- Company: Join a leading financial services firm with a focus on professional growth.
- Benefits: Enjoy 30 days holiday, private medical insurance, and a pension scheme.
- Why this job: Kickstart your career in finance with structured training and hybrid working options.
- Qualifications: Must have passed CII R01 and R05 exams; strong organisational and communication skills required.
- Other info: Great opportunity for career advancement in a dynamic industry.
The predicted salary is between 28800 - 43200 £ per year.
A financial services firm in the UK is seeking Associate Financial Planners to join their Planner Academy. This role involves delivering financial plans and maintaining client relationships while working within regulatory standards.
Candidates should have passed the CII R01 and R05 exams and possess strong organisational and communication skills.
The position offers a structured career path with hybrid working options, and numerous benefits including 30 days of holiday, private medical insurance, and a pension scheme.
Associate Financial Planner – Hybrid Academy in Manchester employer: Progeny
Contact Detail:
Progeny Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner – Hybrid Academy in Manchester
✨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 might even lead to a referral.
✨Tip Number 2
Prepare for the interview by practising common questions related to financial planning. We should also be ready to discuss how we can maintain client relationships while adhering to regulatory standards.
✨Tip Number 3
Showcase our organisational skills! Bring examples of how we've managed multiple tasks or projects in the past. This will demonstrate our ability to handle the demands of the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can keep track of our application status easily.
We think you need these skills to ace Associate Financial Planner – Hybrid Academy in Manchester
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 financial planning experience.
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 you can contribute to our Planner Academy. Keep it concise but engaging!
Showcase Your Communication Skills: Since this role involves maintaining client relationships, demonstrate your strong communication skills in your application. Use clear and professional language, and don’t shy away from sharing examples of how you've effectively communicated in past roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role without any hiccups!
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. Being able to discuss these topics confidently will show that you're not just qualified on paper but also ready to apply your knowledge in real-world scenarios.
✨Showcase Your Communication Skills
Since this role involves maintaining client relationships, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with a friend or family member to refine your ability to explain complex financial concepts in an easy-to-understand manner.
✨Demonstrate Organisational Skills
Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This could be through time management techniques or tools you've used. Highlighting your organisational skills will reassure the interviewers that you can handle the demands of the role.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about the structure of the Planner Academy, opportunities for professional development, or how they support their planners in maintaining regulatory standards. This shows that you’re genuinely interested in being part of their team.
