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- Tasks: Engage with clients daily, providing tailored financial advice and support.
- Company: Join a dynamic Manchester firm redefining financial planning for everyone.
- Benefits: Enjoy a competitive salary, monthly bonuses, and comprehensive training.
- Why this job: Make a real impact by helping those excluded from financial planning.
- Qualifications: Level 4 qualified or close, with confidence in pensions and office work.
- Other info: Be part of a forward-thinking team focused on continuous improvement.
The predicted salary is between 24000 - 36000 £ 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.
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor / Financial Advisor
✨Tip Number 1
Familiarise yourself with the company's mission and values. Understanding their approach to financial planning, especially their focus on inclusivity and tackling pension poverty, will help you align your conversations and demonstrate your passion for their cause during interviews.
✨Tip Number 2
Network with current employees or industry professionals who have experience in similar roles. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage in your discussions.
✨Tip Number 3
Stay updated on the latest trends and changes in financial planning, particularly around pensions. Being knowledgeable about current issues will not only boost your confidence but also show your commitment to providing informed advice to clients.
✨Tip Number 4
Prepare to discuss your previous experiences in client-facing roles. Highlighting your ability to build relationships and communicate effectively will be crucial, as this role involves daily interactions with clients seeking financial advice.
We think you need these skills to ace Trainee Financial Advisor / Financial Advisor
Some tips for your application 🫡
Understand the Company Culture: Research the financial planning business in Manchester to understand its unique approach to financial advice. Highlight your alignment with their mission to provide inclusive financial planning in your application.
Tailor Your CV: Make sure your CV reflects your qualifications, particularly your level 4 qualification and any relevant experience with pensions. Emphasise skills that demonstrate your ability to connect with clients and work in a team environment.
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 Development Goals: In your application, express your eagerness to learn and grow within the role. Discuss how the training provided by the company aligns with your career aspirations and how you plan to leverage this opportunity for mutual success.
How to prepare for a job interview at Exchange Street Recruitment
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for helping clients with their financial needs. This company values a mission-driven approach, so share any personal experiences or motivations that align with their goal of tackling pension poverty.
✨Demonstrate Your Knowledge of Pensions
Since the role requires confidence around pensions, brush up on current pension regulations and trends. Be prepared to discuss how you would approach advising clients with varying financial situations, showcasing your understanding of the subject.
✨Highlight Your Communication Skills
As you'll be having many conversations with clients, it's crucial to demonstrate your ability to communicate complex financial concepts in an easy-to-understand manner. Practice explaining financial terms simply and clearly.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to financial planning and client engagement. This shows your genuine interest in the role and helps you understand how you can contribute to their mission.
