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- Tasks: Support clients while learning about financial products and investment strategies.
- Company: Join a dynamic team focused on developing future financial advisers.
- Benefits: Enjoy a competitive salary, bonus structure, and flexible working options.
- Why this job: Kickstart your finance career with hands-on experience and mentorship from experts.
- Qualifications: Strong communication skills and a degree in Business/Finance are preferred.
- Other info: Complete a 12-week probation to start your journey towards becoming an independent adviser.
The predicted salary is between 30000 - 35000 £ per year.
Are you looking to kickstart your career in finance with our client’s Trainee Financial Advisor Programme? This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role. Join our clients and take the first step towards a rewarding career in financial advice! Salary package on offer for the role of Trainee Financial Advisor: £30,000 – £35,000 Basic Salary Bonus Structure Working Hours: Monday – Friday Office or home-based dependent on location Requirements for this Trainee Financial Advisor role: Microsoft Office knowledge Strong written, as well as verbal, communication skills Attention to detail Organisational and planning skills Financial market and funds knowledge Experience in a similar environment University degree in Business/ Finance related desirable Responsibilities of the Trainee Financial Advisor are: Making appointments with clients and prospective clients Research on the investment systems Preparing of client annual review and follow up Preparation of analysis of portfolios and funds Insurance provider and product research Process and procedure updates Administrative and compliance duties, including preparing cashflow reports, new recommendation packs and suitability reports (If Applicable) Exam training and schedule
Trainee Financial Advisor employer: GCB Recruitment
Contact Detail:
GCB Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Familiarize yourself with the financial products and investment strategies that are commonly used in the industry. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in finance, especially those in advisory roles. Attend finance-related events or join online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Practice your communication skills, both written and verbal. Role-playing client meetings with friends or mentors can help you become more comfortable and effective in real-life scenarios.
✨Tip Number 4
Stay updated on current financial market trends and news. Being knowledgeable about recent developments will show your commitment to the field and can provide valuable talking points during interviews.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Advisor role. Emphasize your knowledge of financial products, communication skills, and any previous administrative roles.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for finance and your eagerness to learn. Mention specific aspects of the Trainee Financial Advisor Programme that excite you and how you can contribute to the team.
Highlight Relevant Education: If you have a university degree in Business or Finance, make sure to mention it prominently. Include any relevant coursework or projects that demonstrate your understanding of financial markets and investment strategies.
Showcase Soft Skills: In your application, emphasize your attention to detail, organizational skills, and ability to communicate effectively. These are crucial for the role and will help you stand out as a candidate.
How to prepare for a job interview at GCB Recruitment
✨Show Your Passion for Finance
Make sure to express your enthusiasm for the finance industry during the interview. Share any relevant experiences or coursework that sparked your interest in financial advising, as this will demonstrate your commitment to the role.
✨Highlight Your Communication Skills
Since strong written and verbal communication skills are essential for this position, prepare examples of how you've effectively communicated in past roles or projects. This could include presentations, reports, or client interactions.
✨Demonstrate Attention to Detail
Be ready to discuss situations where your attention to detail made a difference. Whether it was in academic work or previous jobs, showcasing your ability to catch errors and maintain accuracy will be crucial.
✨Prepare Questions About the Role
Come prepared with thoughtful questions about the Trainee Financial Advisor Programme. Inquire about the training process, mentorship opportunities, and what success looks like in the role. This shows your genuine interest and helps you assess if it's the right fit for you.
