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- Tasks: Support financial advisers and manage client relationships while learning the ropes.
- Company: Independent financial advice firm in the heart of London.
- Benefits: Competitive salary, top-tier benefits, and a supportive work environment.
- Other info: Flexible working options and a strong focus on professional development.
- Why this job: Gain hands-on experience and grow your career in a dynamic team.
- Qualifications: Chartered status or working towards it, with experience in financial planning.
The predicted salary is between 50000 - 60000 £ per year.
An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help us meet the ongoing advice needs of our clients.
In the words of TRAP, we are one of those few full-fat financial planning firms, offering a combination of great unencumbered advice with a highly personalised client service. We see this role as a shadow adviser where you will work directly with the two advisers and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.
You will need to learn our way, i.e. understand our processes, write in a client-friendly format and learn to identify clients' real needs. This takes time and we have a successful two-year programme that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/realised it is tricky, or to an experienced paraplanner who wants to take the next step.
We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.
Experience:- Hold Chartered status (or seriously working towards this, because this is a minimum for us)
- Experience of using Intelligence Office, FE Analytics and cashflow software
In return we ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits and holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.
Associate Financial Planner employer: TipTopJob
Contact Detail:
TipTopJob Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Planner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly and understand their approach to client service. We want you to show how you can fit into their culture and contribute to their success. Practice common interview questions and have your own ready to ask.
✨Tip Number 3
Showcase your skills! If you’ve got experience with Intelligence Office or cashflow software, make sure to highlight that in conversations. We love candidates who can hit the ground running, so let’s make sure they know what you bring to the table.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate team players who are eager to learn and grow with us. Don’t miss out on this opportunity!
We think you need these skills to ace Associate Financial Planner
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. A bit of flair can make your application stand out in a sea of formalities.
Tailor Your Application: Make sure to tailor your application specifically for the Associate Financial Planner role. Highlight relevant experiences and skills that align with our needs, especially your understanding of client relationships and financial planning processes.
Be Client-Friendly: Remember, we value client-friendly communication. Use clear and concise language in your application, just as you would when advising clients. This shows us you understand the importance of effective communication in our field.
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at TipTopJob
✨Know Your Stuff
Make sure you’re well-versed in financial planning concepts and the tools mentioned in the job description, like Intelligence Office and FE Analytics. Brush up on your knowledge of cashflow software too, as this will show you’re serious about the role.
✨Showcase Your Client-Focused Approach
Since this role involves understanding clients' real needs, prepare examples from your past experiences where you’ve successfully identified and addressed client concerns. This will demonstrate your ability to provide personalised service, which is key for the firm.
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s processes and how they support their advisers. This not only shows your interest but also helps you understand how you can fit into their team and contribute effectively.
✨Emphasise Your Team Spirit
As a dynamic team player, highlight your collaborative experiences. Share instances where you’ve worked closely with others, especially in a financial context, to show that you can thrive in their small team environment.