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For Companies At a Glance
- Tasks: Meet clients, provide tailored financial advice, and maintain excellent service standards.
- Company: Join a dynamic financial planning firm in Cambridge with a strong reputation for client care.
- Benefits: Enjoy a competitive salary, bonuses, benefits, and provided clients to kickstart your career.
- Why this job: This role offers growth opportunities, a supportive culture, and the chance to make a real impact.
- Qualifications: Must hold a Level 4 Diploma in Financial Advice and possess strong communication skills.
- Other info: Ideal for motivated individuals eager to develop their financial planning expertise.
The predicted salary is between 27000 - 63000 £ per year.
Key Responsibilities
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; you must outline with your clients the type of ongoing service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets; it is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained; you must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, management, and marketing teams; it is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice areas.
About You
- You will hold the Level 4 Diploma in Financial Advice as a minimum; this can be via the CII, CISI, or LIBF.
- You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
- You must have exceptional interpersonal and organisational skills as well as possess excellent communication and negotiation skills.
- You will be driven and highly motivated to achieve and exceed business targets.
- You must be hard working, enthusiastic, passionate, focused, and articulate with a strong commitment to delivering an excellent client experience and service; it is imperative that you always adopt highly moral, ethical, and professional approaches to your work.
- You will be eager to develop your career and will therefore possess a strong understanding of how you would like to achieve this; you will be prepared to undergo further study and training where appropriate.
- You must have excellent knowledge on all areas of financial planning (including investments, pensions, protection, retirement options, and tax planning); you must be able to research, analyse, and interpret a diverse range of information.
- You will have a strong ability to build and maintain long-term client relationships.
- You will have the ability to work individually as well as part of a team.
- You will have strong literacy, numeracy, and IT skills.
- You will be able to convey complex information to a wide variety of people with various levels of understanding, both written and verbally.
Contact Detail:
TAB Consultancy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as financial planners. Attend local finance-related events or seminars in Cambridge to make connections and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest FCA regulations and compliance requirements. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to ethical practices during interviews.
✨Tip Number 3
Prepare to discuss your understanding of various financial products and services, such as investments and pensions. Show that you can analyse and interpret complex information, which is crucial for a Trainee Financial Planner.
✨Tip Number 4
Practice your presentation and communication skills. Since you'll be meeting clients regularly, being able to convey complex information clearly and confidently will set you apart from other candidates.
We think you need these skills to ace Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Planner role. Emphasise your Level 4 Diploma in Financial Advice and any previous customer service or sales experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your commitment to providing excellent client service. Mention specific examples of how you've demonstrated strong interpersonal and organisational skills in past roles.
Showcase Your Knowledge: In your application, demonstrate your understanding of financial planning concepts such as investments, pensions, and tax planning. This will show the employer that you are knowledgeable and ready to engage with clients effectively.
Highlight Your Motivation: Express your eagerness to develop your career in financial planning. Discuss your willingness to undergo further study and training, and how you plan to achieve your professional goals within the company.
How to prepare for a job interview at TAB Consultancy
✨Showcase Your Knowledge
Make sure to brush up on your knowledge of financial planning, including investments, pensions, and tax planning. Be prepared to discuss how you would approach different client scenarios and demonstrate your understanding of the industry.
✨Demonstrate Your Interpersonal Skills
Since this role requires excellent communication and relationship-building skills, practice how you can convey complex information clearly. Use examples from past experiences where you've successfully built rapport with clients or colleagues.
✨Prepare for Compliance Questions
Given the importance of adhering to FCA rules and regulations, be ready to discuss how you would ensure compliance in your work. Familiarise yourself with relevant regulations and think about how they apply to the role.
✨Express Your Career Aspirations
The company is looking for someone eager to develop their career. Be honest about your professional goals and how you plan to achieve them. This shows your commitment to growth and aligns with the company's values.
