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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 performance bonuses.
- Why this job: Kickstart your career in financial planning while making a real impact on clients' lives.
- Qualifications: Ideally hold a Level 4 Diploma in Regulated Financial Planning or close to qualifying.
- Other info: Opportunities for mentorship and professional growth in a supportive environment.
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
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local events or webinars related to finance and wealth management, as this can help you make valuable connections that may lead to job opportunities.
✨Tip Number 2
Consider reaching out to current or former employees of the firm you're interested in. They can provide insights into the company culture and the skills that are particularly valued, which can give you an edge during interviews.
✨Tip Number 3
Stay updated on financial regulations and market trends. Being knowledgeable about current events in the finance sector will not only boost your confidence but also demonstrate your commitment to the field during discussions with potential employers.
✨Tip Number 4
Prepare for interviews by practising common questions specific to financial advisory roles. Focus on how you would approach client relationships and ethical considerations, as these are crucial aspects of the job.
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 role of a Trainee Financial Advisor. Emphasise any customer service experience, financial knowledge, or qualifications you have, especially if you're close to obtaining your Level 4 Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and helping clients secure their financial futures. Mention why you are interested in this specific role and how you can contribute to the team.
Highlight Relevant Skills: In your application, focus on skills such as communication, relationship-building, and analytical thinking. These are crucial for a Trainee Financial Advisor, so provide examples of how you've demonstrated these skills in past experiences.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in the financial advisory field.
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, services, and 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 relationships, and your motivation for becoming a Financial Advisor. Practising your responses can help you feel more confident during the interview.
✨Showcase Your Soft Skills
As a Trainee Financial Advisor, strong communication and interpersonal skills are crucial. Be ready to demonstrate how you've built relationships in the past and how you plan to connect with clients moving forward.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company culture, training opportunities, and career progression. This shows your enthusiasm for the role and helps you assess if it's the right fit for you.
