Technical Financial Planner Support
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Technical Financial Planner Support

Full-Time 27500 - 37500 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support financial planners with technical tasks and client interactions.
  • Company: Join Templegate Recruitment, a leading specialist in financial services recruitment.
  • Benefits: Enjoy life cover, income protection, hybrid working, and free snacks!
  • Why this job: Gain valuable experience in finance while enjoying a supportive and dynamic work culture.
  • Qualifications: No specific qualifications required; enthusiasm and willingness to learn are key!
  • Other info: Competitive salary ranging from £33,000 to £45,000 based on experience.

The predicted salary is between 27500 - 37500 £ per year.

Location: Bury St Edmunds

Benefits:

  • Life Cover
  • Income Protection
  • Cycle to Work Scheme
  • Competitive Salary
  • Hybrid Working
  • Electric Vehicle Scheme
  • Free Parking
  • Free Drinks
  • Free Fruit
  • Progression Opportunities

Salary: £33,000 to £45,000 dependant on experience

Technical Financial Planner Support employer: TEMPLEGATE RECRUITMENT LIMITED

At Templegate Recruitment, we pride ourselves on being an exceptional employer, offering a supportive work culture in the picturesque location of Bury St Edmunds. Our employees enjoy a range of benefits including competitive salaries, hybrid working options, and opportunities for professional growth, all while being part of a team that values well-being with perks like free drinks and fruit. Join us to advance your career in a dynamic environment where your contributions are recognised and rewarded.
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Contact Detail:

TEMPLEGATE RECRUITMENT LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Technical Financial Planner Support

✨Tip Number 1

Familiarise yourself with the latest financial planning software and tools. Being well-versed in these technologies can set you apart from other candidates and show that you're ready to hit the ground running.

✨Tip Number 2

Network with professionals in the financial services industry, especially those who work in technical support roles. Attend relevant events or join online forums to gain insights and potentially get referrals.

✨Tip Number 3

Stay updated on current financial regulations and trends. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide valuable support.

✨Tip Number 4

Prepare for potential scenario-based questions during interviews. Think about how you would handle specific challenges that a Technical Financial Planner Support might face, showcasing your problem-solving skills.

We think you need these skills to ace Technical Financial Planner Support

Financial Analysis
Technical Knowledge of Financial Products
Client Relationship Management
Attention to Detail
Regulatory Compliance
Problem-Solving Skills
Communication Skills
Data Interpretation
Time Management
Report Writing
Adaptability
Team Collaboration
Customer Service Orientation
Proficiency in Financial Software

Some tips for your application 🫡

Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Technical Financial Planner Support position. Tailor your application to highlight relevant skills and experiences.

Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your financial services experience, technical skills, and any relevant qualifications. Use bullet points for clarity and focus on achievements that relate to the role.

Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Mention specific reasons why you want to work with Templegate Recruitment and how your background makes you a suitable candidate.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in financial planning.

How to prepare for a job interview at TEMPLEGATE RECRUITMENT LIMITED

✨Understand the Role

Make sure you have a clear understanding of what a Technical Financial Planner Support does. Familiarise yourself with the key responsibilities and how they fit into the financial services sector.

✨Showcase Relevant Experience

Prepare to discuss your previous experience in financial planning or support roles. Highlight specific examples where you've successfully assisted clients or improved processes.

✨Ask Insightful Questions

Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

✨Demonstrate Soft Skills

Technical skills are important, but don't forget to showcase your soft skills like communication, teamwork, and problem-solving. These are crucial in a client-facing role and can set you apart from other candidates.

Technical Financial Planner Support
TEMPLEGATE RECRUITMENT LIMITED
Apply now
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