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- Tasks: Support financial advisers in delivering top-notch advice and client service.
- Company: Join a growing multi-business group in Financial Services and Estate Planning.
- Benefits: Competitive salary, dynamic work environment, and opportunities for career growth.
- Why this job: Be part of a vital team, making a real difference in clients' financial journeys.
- Qualifications: Relevant financial planning qualifications and strong IT skills required.
- Other info: Fast-paced role with varied responsibilities and a focus on teamwork.
The predicted salary is between 30000 - 42000 £ per year.
We are looking to recruit a Financial Planning Associate to join our clients expanding multi-business group which covers Financial Services and Estate Planning.
The Financial Planning Associate is a vital role for our clients team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you're attending client meetings or analysing complex product and investment documentation, no two days will be the same.
This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following:
- Assisting with all aspects of the financial planning process
- Producing high-quality suitability reports and supporting documentation
- Researching and analysing products, investments, and planning strategies
- Supporting advisers before, during, and after client meetings
- Dealing with clients by phone and, where appropriate, face-to-face
- Maintaining accurate client records across our back-office
- Preparing and maintaining client files in line with regulatory requirements
- Take ownership of more complex cases and planning scenarios
- Act as a technical reference point for advisers and other staff members
- Review work produced by others and help maintain quality standards
- Strong technical knowledge across pensions, investments, protection, and broader financial planning
We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level. To be suitable for this role, you will need:
- Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly
- A high level of attention to detail and a professional, client-focused approach
- Enjoy working in a fast-paced environment
- Be a team player as culture is very important for our client
Job Types: Full-time, Permanent
Work Location: In person
Locations
Financial Planning Associate in Cwmbran, Wales employer: Redmore Recruitment limited
Contact Detail:
Redmore Recruitment limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate in Cwmbran, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services 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 directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your responses to show how your skills align with their needs, especially in areas like client service and technical knowledge. We want to see that you’re genuinely interested in the role!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable discussing your experience and answering common interview questions. This will help you present yourself confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage with us directly.
We think you need these skills to ace Financial Planning Associate in Cwmbran, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Associate role. Highlight relevant experience and qualifications, especially those that align with financial planning and client service. We want to see how you can bring value to our team!
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 your skills make you a great fit for the role. Keep it engaging and personal – we love to see your personality come through.
Showcase Your Technical Skills: Since this role involves a lot of technical research and report writing, be sure to showcase your IT skills and any relevant financial qualifications. Let us know how comfortable you are with tools like Microsoft Word and Excel, as well as any other systems you've used.
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 us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Redmore Recruitment limited
✨Know Your Financial Stuff
Brush up on your financial planning knowledge, especially around pensions, investments, and protection. Be ready to discuss how you can assist in producing high-quality suitability reports and support advisers during client meetings.
✨Showcase Your IT Skills
Since strong IT skills are a must, make sure you’re comfortable with Microsoft Word and Excel. Prepare to demonstrate your ability to use these tools effectively, perhaps by discussing past experiences where you’ve used them to analyse data or create reports.
✨Be Client-Focused
Highlight your professional, client-focused approach during the interview. Share examples of how you've dealt with clients in the past, whether over the phone or face-to-face, and how you maintained accurate records and files in line with regulatory requirements.
✨Emphasise Teamwork
Culture is key for this role, so be sure to express your enthusiasm for working in a team. Talk about your experiences collaborating with others, supporting colleagues, and how you can contribute to a positive team environment.