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- Tasks: Assist in providing top-notch financial planning advice to clients daily.
- Company: Join a unique Manchester-based financial planning firm with a mission to tackle pension poverty.
- Benefits: Enjoy a competitive salary, monthly bonuses, and comprehensive training opportunities.
- Why this job: Be part of a dynamic team focused on making financial planning accessible for everyone.
- Qualifications: Must be level 4 qualified or close, with confidence in pensions.
- Other info: Work in a vibrant office environment with a focus on personal development.
The predicted salary is between 18000 - 24000 £ per year.
This Manchester financial planning business is the epitome of different. A traditional IFA practice it isn’t. It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission - to give great financial planning advice whether someone has £20,000 or £250,000. That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning.
Along the way you’ll get training. Combine that with the many conversations you’ll have with clients each day and your development will be considerable. It has an energy and a restlessness to get better. And this success has led to major investment in its infrastructure (people and technology).
Salary is c£30,000 and there’s a bonus paid each month based on the number of conversions made. Depending on performance that’s an extra £500 - £1,000 per month.
HERE'S WHAT YOU'LL NEED:
- You’ll be level 4 qualified (or close to) and be confident around pensions.
- You will want to and enjoy working in an office environment.
Trainee Financial Planning Administrator - IFA employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planning Administrator - IFA
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning, especially around pensions. This will not only help you in conversations during interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who work in IFAs. Attend relevant events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss how you can contribute to tackling pension poverty. Think of specific examples or ideas that align with the company's mission to provide inclusive financial advice.
✨Tip Number 4
Show enthusiasm for continuous learning and development. Highlight any additional courses or certifications you are pursuing that relate to financial planning, as this aligns with their focus on training and growth.
We think you need these skills to ace Trainee Financial Planning Administrator - IFA
Some tips for your application 🫡
Understand the Company Culture: Research the financial planning business to grasp its unique approach and mission. Highlight your understanding of their commitment to providing financial advice to a diverse clientele in your application.
Tailor Your CV: Ensure your CV reflects your qualifications, particularly your level 4 certification and any relevant experience with pensions. Emphasise skills that align with the company's focus on inclusivity and client engagement.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to help those who feel excluded from it. Mention specific examples of how you can contribute to their mission and improve client experiences.
Highlight Your Interpersonal Skills: Since the role involves daily conversations with clients, emphasise your communication skills and ability to build relationships. Provide examples of past experiences where you've successfully engaged with clients or colleagues.
How to prepare for a job interview at Exchange Street Recruitment
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for financial planning and how it can positively impact people's lives. Share any personal experiences or motivations that led you to pursue this career path, especially in relation to tackling pension poverty.
✨Demonstrate Your Knowledge of Pensions
Since the role requires confidence around pensions, brush up on key concepts and current trends in pension planning. Be prepared to discuss how you would approach advising clients with varying financial situations, showcasing your understanding of their needs.
✨Highlight Your Communication Skills
As you'll be having many conversations with clients, it's crucial to demonstrate your ability to communicate clearly and effectively. Practice explaining complex financial concepts in simple terms, and be ready to provide examples of how you've successfully engaged with clients in the past.
✨Emphasise Your Willingness to Learn
This company values development and training, so make sure to convey your eagerness to learn and grow within the role. Discuss any relevant courses or training you've undertaken and express your excitement about the opportunities for professional development they offer.
