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- Tasks: Join as a Trainee Financial Advisor, servicing clients and pursuing new business opportunities.
- Company: A renowned Financial Planning firm in the UK, focused on client satisfaction and innovation.
- Benefits: Salary of £30,000 - £35,000, funded exams, ongoing training, and potential hybrid work options.
- Why this job: Gain hands-on experience with an established client book and supportive team culture.
- Qualifications: No prior experience required; just a passion for finance and helping clients.
- Other info: Full paraplanning and admin support provided to help you succeed.
The predicted salary is between 24000 - 28000 £ per year.
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their office on the outskirts of Bristol. This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development. The Role In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities. The role is predominantly office based as you would work closely with a more Senior Advisor, however they may be the option to work on a more hybrid basis once trained. The company have full paraplanning and admin support in place to enable you to focus your efforts on your clients and are able to offer training and exam support in order for you to become a fully fledged Advisor with a profitable client bank. The Package Salary £30,000 – £35,000 DOE Opportunities for professional growth and development, with funded Exams and continuous in-house training A collaborative team that values innovation and client satisfaction. Company Grou…
Trainee Financial Advisor employer: Cavendish Maine Careers
Contact Detail:
Cavendish Maine Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Familiarize yourself with the financial planning industry, especially in the UK. Understanding current trends, regulations, and client needs will help you stand out during your interactions with the team.
✨Tip Number 2
Network with professionals in the financial advisory field. Attend local finance events or join online forums to connect with experienced advisors who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Demonstrate your eagerness to learn and grow within the role. Be prepared to discuss how you plan to take advantage of the training and development opportunities offered by the firm during your conversations.
✨Tip Number 4
Showcase your interpersonal skills. As a Trainee Financial Advisor, building relationships with clients is crucial, so be ready to share examples of how you've successfully engaged with clients or colleagues in the past.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Trainee Financial Advisor position. Understand the responsibilities, required skills, and the company's values to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial services, customer service, or roles that demonstrate your ability to work with clients. Even if you are new to the field, showcase transferable skills.
Show Enthusiasm for Learning: Since the role offers ongoing training and development, express your eagerness to learn and grow within the company. Mention any relevant courses or certifications you are pursuing or plan to pursue.
Personalize Your Cover Letter: Address your cover letter to the hiring manager if possible, and explain why you are specifically interested in this firm and role. Share your passion for financial advising and how you can contribute to their client satisfaction goals.
How to prepare for a job interview at Cavendish Maine Careers
✨Research the Company
Before your interview, take some time to learn about the financial planning firm. Understand their values, services, and client base. This will help you tailor your answers and show that you're genuinely interested in the role.
✨Prepare for Common Questions
Anticipate questions related to your understanding of financial advising and client management. Be ready to discuss your previous experiences, even if they are not directly related, and how they can contribute to your success in this role.
✨Show Enthusiasm for Learning
Since this is a trainee position, emphasize your eagerness to learn and grow within the company. Discuss any relevant courses or certifications you are pursuing or plan to pursue, and express your commitment to becoming a fully qualified advisor.
✨Demonstrate Client-Centric Thinking
Highlight your understanding of the importance of client relationships in financial advising. Share examples of how you've successfully interacted with clients in the past, and how you plan to build and maintain those relationships in this new role.
