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- Tasks: Join our team as a Junior Financial Adviser, helping clients and growing your own portfolio.
- Company: We're an expanding Wealth Management firm with a stellar reputation for client service.
- Benefits: Enjoy competitive salary, flexible working options, and a supportive environment for growth.
- Why this job: This role offers a chance to transition into financial advice and develop your career in a thriving company.
- Qualifications: Diploma qualified individuals with industry experience or those close to obtaining their diploma are welcome.
- Other info: We provide training and support for up to a year to help you succeed in your new role.
The predicted salary is between 24000 - 36000 £ per year.
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base.
This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client base - ideal for an experienced paraplanner wanting to make the next step.
They may also consider someone very close to obtaining diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support.
The company has grown over the past few years adding to their already impressive existing client portfolio. Their outstanding reputation along with quality of service provided has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries.
With these changes, they seek an ambitious, client focussed and motivated individual with their diploma and client management experience to train up to be an adviser. Alternatively to smoothly transition to such a role perhaps from a tied environment to break out of a Corporate atmosphere and learn other products or experienced Paraplanner to do beyond reports.
They would offer support when making the move to such a role with initial periods of up to a year if needed to learn the ropes if moving straight in to advice with no experience before - as long as the desire is there.
A competitive salary, benefits package, clients and OTE earnings is on offer but all open to negotiations. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser/ Trainee IFA (diploma qualified)
✨Tip Number 1
Network with professionals in the financial advice sector. Attend industry events, webinars, or local meetups to connect with experienced advisers and learn about their career paths. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Consider reaching out to current employees at StudySmarter or similar firms on LinkedIn. Ask them about their experiences and any advice they might have for someone looking to transition into a Junior Financial Adviser role.
✨Tip Number 3
Stay updated on industry trends and regulations by following relevant financial news sources and joining professional associations. This knowledge will not only enhance your understanding but also demonstrate your commitment to potential employers.
✨Tip Number 4
Prepare for interviews by practising common questions related to client management and financial advice. Be ready to discuss your experience and how it aligns with the responsibilities of a Junior Financial Adviser, showcasing your motivation to grow in this field.
We think you need these skills to ace Junior Financial Adviser/ Trainee IFA (diploma qualified)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, especially any roles as a paraplanner or in client management. Emphasise your diploma qualification and any specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to transition into a financial adviser role. Mention your industry experience, your desire to grow a client base, and how you can contribute to the firm's success.
Highlight Your Client Management Skills: In your application, focus on any experience you have in managing client relationships. Discuss how you’ve successfully supported clients in the past and how you plan to build on that in your new role.
Show Enthusiasm for Learning: Express your eagerness to learn and develop within the role. Mention your willingness to undergo training and gain your CAS status, which will demonstrate your commitment to becoming a successful financial adviser.
How to prepare for a job interview at Eden Scott
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for the financial advice sector. Talk about what drew you to this career path and how you see yourself growing within the role. This will demonstrate your commitment and motivation to succeed.
✨Highlight Relevant Experience
Even if you're transitioning from a paraplanner role, be sure to discuss any relevant experience you have that relates to client management and financial services. Use specific examples to illustrate how your background has prepared you for this position.
✨Prepare Questions for the Interviewer
Having thoughtful questions ready shows that you're genuinely interested in the company and the role. Ask about their approach to client management, training opportunities, or how they support new advisers in their development.
✨Demonstrate Your Client-Focused Mindset
Since the role requires a strong focus on clients, be prepared to discuss how you would build and maintain client relationships. Share any past experiences where you successfully managed client expectations or provided exceptional service.
