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- Tasks: Learn and shadow Senior Financial Advisors while providing support to the team.
- Company: Join a supportive firm dedicated to your growth in financial planning.
- Benefits: Gain qualifications, flexible study time, and a chance to build client relationships.
- Why this job: Exciting opportunity to develop skills and grow a client base with mentorship.
- Qualifications: Ideal for recent graduates eager to learn and build a career in finance.
- Other info: You’ll have the chance to manage clients worth £80k - £100k recurring income.
The predicted salary is between 8000 - 14000 £ per month.
This employed, Trainee Financial Advisor job in Hungerford is a highly exciting opportunity, whereby you will receive full support to obtain your Level 4 Diploma in Financial Planning. Our client will put your through the training to obtain your qualifications, but also teach you the necessary soft skills on how to build long-lasting relationships with clients and win referrals. You will be assigned plenty of time during the normal working week to study, as it is in our client’s best interest for you to learn and achieve excellent marks. During your initial 18 month learning phase, you will shadow their 3 Senior Financial Advisors, to learn their different styles so that you can create your own unique approach. You will be attending client meetings in-person and via video, providing first hand experience of the advice process. You will support the team through providing administrative, paraplanning and note taking support during the first 18 months, while you work towards becoming qualified and authorised. Upon becoming authorised, you will be provided with existing clients to takeover servicing, many of which you will have already met from sitting in on their review meetings. The client bank will equate to circa £80k – £100k recurring income, which will steadily grow. Trainee Financial Advisor Requirements This is well suited to a recent graduate (or graduate calibre) individual with desire to build a long term …
Trainee Financial Advisor employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Make sure to research the financial advisory industry thoroughly. Understanding current trends, regulations, and client needs will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial sector. Attend local finance-related events or join online forums to connect with experienced advisors who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your soft skills during the interview. Since building relationships with clients is crucial, think of examples from your past experiences that demonstrate your communication, empathy, and problem-solving abilities.
✨Tip Number 4
Be proactive in your learning. Familiarize yourself with financial planning concepts and tools before starting the role. This will not only impress your future employers but also give you a head start in your training.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights any relevant experience or education related to finance, client relations, or advisory roles. Emphasize skills that align with the job description, such as communication and relationship-building.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Trainee Financial Advisor position. Mention why you are interested in financial planning and how you can contribute to the team while learning from experienced advisors.
Highlight Your Soft Skills: Since this role emphasizes building long-lasting relationships with clients, be sure to mention any experiences that demonstrate your interpersonal skills, teamwork, and ability to connect with others.
Show Willingness to Learn: Express your eagerness to learn and grow within the financial advisory field. Mention your commitment to obtaining the Level 4 Diploma in Financial Planning and how you plan to utilize the training provided by the company.
How to prepare for a job interview at Premier Jobs UK Limited
✨Show Your Enthusiasm for Learning
Express your eagerness to obtain the Level 4 Diploma in Financial Planning. Highlight any relevant coursework or experiences that demonstrate your commitment to learning and professional development.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built relationships in previous roles or during your studies. This could include teamwork, networking, or customer service experiences that showcase your ability to connect with others.
✨Ask Insightful Questions
Prepare thoughtful questions about the training process and the mentorship from Senior Financial Advisors. This shows your interest in the role and your proactive approach to understanding the company’s culture and expectations.
✨Highlight Your Organizational Skills
Since the role involves administrative support and paraplanning, be ready to discuss your organizational skills. Share specific examples of how you have managed multiple tasks or projects effectively in the past.
