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- Tasks: Engage with clients, create tailored financial plans, and conduct regular reviews.
- Company: Join a supportive independent firm in Glasgow City Centre focused on client needs.
- Benefits: Enjoy hybrid working, competitive pay, uncapped bonuses, and study support for Chartered status.
- Why this job: This role offers comprehensive training and a chance to build meaningful client relationships.
- Qualifications: Must hold a Level 4 Diploma in Regulated Financial Planning and have relevant experience.
- Other info: All clients provided with pre-qualified leads; perfect for those seeking less travel.
The predicted salary is between 24000 - 36000 £ per year.
These roles offer the opportunity to work within a dynamic team, focusing on client needs, providing financial advice covering retirement planning, investments and protection. They will suit experienced Advisers who seek extra help with clients and a supportive team environment with less travel, or Paraplanners/Bancassurance Advisers seeking their first client facing role in an independent firm.
Provided you hold experience in a financial planning setting and the Diploma in Regulated Financial Planning, all other training and support will be provided, as such these really are exceptionally rare opportunities.
The offering:
- Comprehensive training in the provision of financial advice.
- All clients provided, with a continuous flow of pre-qualified new business leads.
- Competitive remuneration structure and uncapped bonus payable from first piece of business written.
- Hybrid working pattern.
- Study support to attain Chartered status and continued professional development.
- Full support to get you signed off with CAS.
- Comprehensive benefits package.
Role responsibilities:
- Holding client appointments, building trust and rapport, gaining a thorough understanding of clients’ needs and financial goals along with their attitude to risk.
- Collaborating with your colleagues and support teams, creating bespoke financial plans and delivering these to clients in a jargon free, easy to understand manner, answering all questions along the way.
- Conducting regular financial reviews with existing clients, amending financial plans according to changing circumstances and goals.
- Demonstrating excellent listening skills, empathy, communication and interpersonal skills.
- Offering a keen eye for detail and accuracy, continually meeting the needs of internal and external regulation and compliance.
- Keeping up to date with your CPD.
- Providing support to your team members and the admin team alike.
Ideal candidate:
- Diploma qualified Paraplanner or Bancassurance/Mortgage Adviser aiming to transition to wealth management, or an experienced Financial Planner seeking a role with less travel and more support with clients.
- Experience in a financial services environment, whether in a client-facing, paraplanning, mortgage, or administrative role, with Level 4 Diploma in Regulated Financial Planning.
- Excellent communication and relationship-building skills.
- Polite and professional manner.
Should you be interested to find out more, please do not hesitate to get in touch, we would love to hear from you! Apply now by submitting your CV or for a confidential conversation about the role contact Jenny Brophy at Tempest Jones on jenny@tempestjones.com.
Trainee Financial Planner employer: Tempest Jones Recruitment
Contact Detail:
Tempest Jones Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with current Trainee Financial Planners or experienced Advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning, especially around retirement planning and investments. Being knowledgeable about current market conditions and client needs will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to demonstrate your interpersonal skills in a practical way. Since the role involves building trust and rapport with clients, think of examples from your past experiences where you've successfully communicated complex information in an easy-to-understand manner.
✨Tip Number 4
Research StudySmarter and our values thoroughly. Understanding our approach to client care and team collaboration will allow you to tailor your conversations and show how you align with our mission, making you a more attractive candidate.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, paraplanning, or client-facing roles. Emphasise your Diploma in Regulated Financial Planning and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of client needs. Mention how your previous experiences have prepared you for this role and express your enthusiasm for joining a supportive team.
Highlight Soft Skills: In your application, focus on your communication, listening, and interpersonal skills. Provide examples of how you've built trust with clients and collaborated with colleagues to create effective financial plans.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial in the financial planning industry.
How to prepare for a job interview at Tempest Jones Recruitment
✨Understand the Role
Make sure you have a solid grasp of what a Trainee Financial Planner does. Familiarise yourself with key responsibilities like client appointments, building rapport, and creating bespoke financial plans. This will help you demonstrate your enthusiasm and suitability for the role.
✨Showcase Your Communication Skills
Since excellent communication is crucial in this role, prepare to discuss how you've effectively communicated complex financial concepts in the past. Use examples that highlight your ability to explain things in a jargon-free manner, as this is essential for client understanding.
✨Demonstrate Empathy and Listening Skills
Be ready to share instances where you've shown empathy and strong listening skills. The interviewers will be looking for candidates who can genuinely understand clients' needs and concerns, so think of specific examples that illustrate these qualities.
✨Prepare Questions
Have a few thoughtful questions prepared to ask at the end of the interview. This shows your interest in the company and the role. You might ask about the training process, team dynamics, or opportunities for professional development, which are all relevant to the position.
