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- Tasks: Support experienced advisors and assist in client relationship management.
- Company: Join a reputable wealth planning firm with a strong client base across the Home Counties.
- Benefits: Enjoy hybrid working, a competitive salary, study support, and bonuses.
- Why this job: Kickstart your career in financial planning while making a real impact on clients' futures.
- Qualifications: Ideally hold a Level 4 Diploma in Regulated Financial Planning or be close to qualifying.
- Other info: Mentoring available to help you grow and succeed in the financial advisory field.
The predicted salary is between 27000 - 45000 £ per year.
Servicing existing clients, mentoring available.
Offices near Hemel Hempstead (Hertfordshire). Hybrid working offered.
Salary: Up to £45,000 (DOE), study support, and bonuses.
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning? We’re looking for an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
My client is a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families, and SME owners based across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. In their current setup, they manage the affairs of 500+ clients with assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning. They have mortgage/protection advisers in-house who deal with more transactional advice but generate lots of internal referrals. They have very longstanding relations stretching back many years.
You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.
You will:
- Shadow experienced advisors and support the advice process from start to finish.
- Build strong relationships with clients, understanding their needs and goals.
- Assist in preparing suitability reports, client reviews, and investment recommendations.
- Learn how to manage and grow a client portfolio ethically and compliantly.
If this role sounds of interest or any other roles I am working on please get in touch - samn@financialdivisions.co.uk.
Trainee Financial Advisor employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Research the company and its values thoroughly. Understanding their approach to financial planning and client relationships will help you tailor your conversations during interviews and demonstrate your genuine interest in becoming part of their team.
✨Tip Number 2
Network with professionals in the financial advisory field. Attend industry events or join relevant online forums to connect with current advisors. This can provide you with insights into the role and potentially lead to referrals or recommendations.
✨Tip Number 3
Prepare to discuss your understanding of financial products and regulations. Even if you're still learning, showing that you have a foundational knowledge will impress interviewers and indicate your commitment to the profession.
✨Tip Number 4
Be ready to showcase your interpersonal skills. As a Trainee Financial Advisor, building strong relationships with clients is crucial. Think of examples from your past experiences where you've successfully communicated or built rapport with others.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Advisor. Familiarise yourself with the skills required, such as client relationship management and financial product knowledge.
Tailor Your CV: Highlight relevant experience and skills in your CV that align with the job description. Emphasise any previous roles or education related to financial planning, customer service, or mentoring.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their financial future. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Showcase Your Qualifications: If you have the Level 4 Diploma in Regulated Financial Planning or are close to qualifying, make sure to mention this prominently in your application. Highlight any relevant coursework or projects that demonstrate your knowledge.
How to prepare for a job interview at Financial Divisions
✨Research the Company
Before your interview, take some time to learn about the wealth planning firm. Understand their values, the services they offer, and their client base. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to financial planning, client relationship management, and your motivation for becoming a Financial Advisor. Practising your responses can help you feel more confident during the interview.
✨Showcase Your Passion
Demonstrate your enthusiasm for helping clients secure their financial future. Share any relevant experiences or stories that highlight your commitment to the financial industry and your desire to learn and grow.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company culture, training opportunities, and the expectations for the Trainee Financial Advisor role. This shows your eagerness to engage and learn more about the position.
