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- Tasks: Join us as a Trainee Financial Adviser, helping clients achieve their financial goals.
- Company: A forward-thinking financial planning firm in Manchester with a strong growth track record.
- Benefits: Enjoy a competitive salary, flexible working options, and tailored training support.
- Why this job: Kickstart your career in a supportive environment that values collaboration and progression.
- Qualifications: Level 4 Diploma in Regulated Financial Planning preferred; sales experience is a bonus.
- Other info: Access to a warm client base and ongoing mentorship from experienced advisers.
The predicted salary is between 24000 - 28000 £ per year.
Salary: £30,000 - £35,000 (OTE £50,000+)
Are you ready to launch your career as a financial adviser with a company that’s serious about your success? A well-established, forward-thinking financial planning firm in Manchester is looking for a Trainee Financial Adviser to join their expanding team. With a strong track record of growth and a clear vision for the future, they offer the perfect environment for ambitious individuals ready to build a long-term career.
This is a firm that will invest in you — providing a structured development pathway, access to clients, ongoing support, and a team culture that values collaboration and progression.
What’s on offer:
- £30,000 - £35,000 base salary (OTE £50,000+)
- Warm client base provided from the start
- Full administrative and paraplanning support
- Access to an established lead generation programme
- Flexible working options to suit your lifestyle
- Tailored training and mentorship from experienced advisers
- Ongoing business development support
- Exam support from Diploma through to Chartered status
What they’re looking for:
- Level 4 Diploma in Regulated Financial Planning (or close to completion)
- Excellent communication and relationship-building skills
- A driven and ambitious individual with a long-term mindset
- Experience in sales or a commercial role is a plus, but not essential
- A genuine interest in helping clients achieve their financial goals
You’ll gain real-world experience alongside experienced advisers, learning how to deliver effective, compliant, and client-focused advice while building your own pipeline for the future.
Contact Detail:
Advance Search & Selection Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser - Manchester
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working as financial advisers. Attend industry events or local meetups in Manchester to make connections and learn more about the role.
✨Tip Number 2
Research the company thoroughly. Understand their values, culture, and the services they offer. This will help you tailor your conversations during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Prepare to discuss your understanding of financial planning and how it can benefit clients. Being able to articulate your thoughts on helping clients achieve their financial goals will demonstrate your passion for the role.
✨Tip Number 4
Consider reaching out to current or former employees of the firm on platforms like LinkedIn. They can provide insights into the company culture and what it takes to succeed as a Trainee Financial Adviser there.
We think you need these skills to ace Trainee Financial Adviser - Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Adviser role. Emphasise any qualifications, such as your Level 4 Diploma in Regulated Financial Planning, and showcase your communication and relationship-building abilities.
Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for financial advising and your ambition to grow within the industry. Mention why you are interested in this specific firm and how their values resonate with your career goals.
Showcase Your Interest in Financial Planning: In your application, demonstrate your genuine interest in helping clients achieve their financial goals. You could include examples of how you've previously assisted others or your motivation for entering the financial sector.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Advance Search & Selection Ltd
✨Show Your Passion for Financial Advising
Make sure to express your genuine interest in helping clients achieve their financial goals. Share any relevant experiences or motivations that led you to pursue a career in financial advising.
✨Demonstrate Communication Skills
Since excellent communication is key in this role, practice articulating your thoughts clearly and confidently. Prepare to discuss how you've built relationships in the past, whether in a professional or personal context.
✨Highlight Your Ambition and Drive
The company is looking for driven individuals with a long-term mindset. Be ready to discuss your career aspirations and how you plan to grow within the financial advising field.
✨Prepare Questions About Development Opportunities
Show your enthusiasm for the structured development pathway by preparing insightful questions about training, mentorship, and support. This demonstrates your commitment to learning and growing in the role.
