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- Tasks: Assist in financial planning and client relationship management while supporting tailored financial solutions.
- Company: Join a reputable wealth management firm known for trust and exceptional client care.
- Benefits: Enjoy full support towards Chartered status, career progression, and hands-on training.
- Why this job: Gain valuable client exposure and develop skills in a collaborative, client-focused environment.
- Qualifications: Level 4 Diploma in Financial Planning and strong client service skills required.
- Other info: Contact Ben Hughes for more details or to apply directly.
The predicted salary is between 28000 - 42000 £ per year.
An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services. With significant client assets and a growing footprint across the Northwest, they are known for their relationship-driven approach, building lasting partnerships founded on trust and exceptional client care.
In this role, you’ll receive full support towards achieving Chartered status, working alongside experienced Financial Planners and a dedicated client support team. This is a fantastic opportunity for a motivated individual to develop their skills, gain valuable client exposure, and progress their career in financial planning.
What They Offer You:
- Full exam and study support towards Chartered status.
- Career progression in a growing and highly respected firm.
- Structured mentorship and hands-on training.
- Support from experienced paraplanners and administrators.
- A collaborative, client-focused working environment.
Responsibilities:
- Assist in financial planning and client relationship management.
- Support the delivery of tailored financial solutions aligned with clients’ goals.
- Contribute to ongoing client reviews, ensuring plans remain on track.
- Conduct research and analysis to support bespoke financial plans.
- Collaborate with senior advisers to develop your technical skills.
Requirements:
- Level 4 Diploma in Financial Planning
- Strong client service and relationship-building skills.
- Ambitious and committed to achieving Chartered status.
- Excellent communication and organisational abilities.
- A team player with a proactive and positive attitude.
If you have the required experience and are interested in this opportunity, then apply or get in contact directly.
Contact Detail:
Career Wallet Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or webinars to meet potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Research the company thoroughly. Understand their values, client approach, and recent developments in the wealth management sector. This knowledge will help you tailor your conversations during interviews and demonstrate your genuine interest.
✨Tip Number 3
Prepare to discuss your understanding of financial planning concepts and how they relate to client needs. Being able to articulate your thoughts on tailored financial solutions will show your commitment to the role and your readiness to learn.
✨Tip Number 4
Showcase your soft skills during interactions. Since this role emphasises relationship-building, be prepared to demonstrate your communication abilities and how you handle client relationships in a positive and proactive manner.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Trainee Financial Planner position. Tailor your application to highlight how your skills and experiences align with what they are looking for.
Highlight Relevant Qualifications: Make sure to emphasise your Level 4 Diploma in Financial Planning and any other relevant qualifications. Mention any experience you have in client service or financial planning to demonstrate your suitability for the role.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your motivation for applying, your understanding of the company’s values, and how you can contribute to their client-focused approach. Be sure to express your ambition to achieve Chartered status.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is crucial in the financial planning industry.
How to prepare for a job interview at Career Wallet
✨Research the Company
Before your interview, take some time to learn about the wealth management firm. Understand their values, services, and client approach. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Demonstrate Your Client Service Skills
Since this role heavily involves client relationship management, be prepared to discuss your previous experiences in customer service. Share specific examples of how you've built relationships and resolved issues, showcasing your strong communication skills.
✨Show Your Ambition for Chartered Status
Express your commitment to achieving Chartered status during the interview. Discuss any steps you've already taken towards this goal, such as relevant coursework or certifications, to demonstrate your dedication to professional development.
✨Prepare Questions for Your Interviewers
Having thoughtful questions ready shows your enthusiasm for the role and helps you assess if the company is the right fit for you. Ask about the mentorship process, opportunities for career progression, or how they support their trainees in achieving their goals.
