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For Companies At a Glance
- Tasks: Assist in creating and implementing financial strategies while learning from experienced team members.
- Company: Join Quilter Financial Planning, a leading firm in the financial services industry.
- Benefits: Gain hands-on experience with mentorship and support in a technology-focused environment.
- Why this job: Develop expertise in financial planning and make a real impact on clients' lives.
- Qualifications: Must have 2 years of experience in financial planning and strong IT skills.
- Other info: Opportunity to work towards Level 4 Diploma in Financial Advice.
The predicted salary is between 28800 - 48000 £ per year.
About the Company
If you have some experience with the Financial Services industry and are seeking an employed role that can help you progress your career, then this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for an individual to work as a client support executive on an Employed basis with one of our Strategic Partner firms, David James Wealth, based in Woodbridge, Suffolk.
About the Role
As a Financial Planning Associate at David James Wealth, you will be joining the team to learn and grow in the world of financial planning. In this supportive role, you’ll work closely with senior team members to assist in the creation and implementation of financial strategies for their clients. You’ll engage with clients, helping gather the information needed to build a comprehensive understanding of their goals, values, and financial situation. Your role will focus on learning how to listen effectively, ask insightful questions, and assist in tailoring financial plans that reflect clients’ personal aspirations and current circumstances. You’ll be mentored on how to help craft clear, actionable strategies that aim to grow, manage, and preserve their clients' wealth. Throughout your training, you’ll gain hands-on experience in supporting the financial planning process, tracking client progress, and making adjustments as needed. As you build your knowledge and skills, you’ll gradually take on more responsibility, always with the support of their experienced team. This role offers you the opportunity to develop the expertise necessary to become a key player in the financial planning industry.
Responsibilities
- Working towards Level 4 Diploma in Financial Advice
- Minimum 2 years’ experience of working within the financial planning industry
- Strong IT skills, as we are a technology focused business
Locations
Financial Planning Associate employer: Quilter Financial Planning
Contact Detail:
Quilter Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Network with professionals in the financial services industry. Attend local finance-related events or join online forums to connect with individuals who work at Quilter Financial Planning or similar firms. Building these relationships can provide you with valuable insights and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and technologies in financial planning. Since the role requires strong IT skills, being knowledgeable about financial software and tools will demonstrate your commitment to staying current in the industry.
✨Tip Number 3
Prepare to discuss your experience in client engagement during interviews. Think of specific examples where you've successfully gathered information or tailored solutions to meet clients' needs, as this will showcase your ability to excel in the supportive role.
✨Tip Number 4
Research Quilter Financial Planning and David James Wealth thoroughly. Understanding their values, mission, and the types of clients they serve will help you align your answers during interviews and show that you're genuinely interested in contributing to their team.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the financial services industry. Emphasise any roles where you've supported clients or worked on financial strategies, as this aligns with the responsibilities of a Financial Planning Associate.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific aspects of David James Wealth that attract you, such as their supportive team environment and commitment to client success.
Highlight Relevant Skills: Focus on skills that are crucial for the role, such as effective listening, insightful questioning, and strong IT capabilities. Provide examples of how you've demonstrated these skills in previous positions.
Show Your Commitment to Learning: Since the role involves mentorship and growth, convey your eagerness to learn and develop within the financial planning field. Mention any relevant qualifications or training you are pursuing, like the Level 4 Diploma in Financial Advice.
How to prepare for a job interview at Quilter Financial Planning
✨Show Your Financial Knowledge
Brush up on your understanding of financial planning concepts and the services offered by David James Wealth. Be prepared to discuss how your previous experience aligns with their approach to client support and financial strategy.
✨Demonstrate Active Listening Skills
Since the role involves engaging with clients and understanding their needs, practice active listening techniques. During the interview, show that you can listen attentively and respond thoughtfully to questions.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company’s financial planning processes or their approach to client relationships. This shows your genuine interest in the role and helps you understand how you can contribute.
✨Highlight Your IT Proficiency
As the company is technology-focused, be ready to discuss your IT skills and any relevant software you’ve used in previous roles. Mention how you can leverage technology to enhance client interactions and streamline financial planning.
