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- Tasks: Provide financial advice to clients via phone or digital in an office setting.
- Company: Join a market-leading company in the financial services sector with a strong reputation.
- Benefits: Enjoy a competitive salary, commission, and sponsored qualifications for career growth.
- Why this job: Master your craft with top-notch training and step into a lucrative industry.
- Qualifications: Must be Level 4 qualified in Financial Planning; experience in financial services is a plus.
- Other info: Daily commute to Brighton is required; leads and training are provided.
The predicted salary is between 30000 - 42000 £ per year.
Are you Level 4 qualified in Financial planning and looking for a chance in Financial Services? We are looking for successful advisers who have gained their Level 4 Diploma in Financial Services and are now looking for a chance within the sector.
The ideal person would come from a financial Services background such as a Mortgage Broker or BDM or even a Paraplanner who has gained their Level 4 Dip or very close to it. This is a great chance to master your craft from 1st class training and join this lucrative industry.
This role is giving full advice to clients by phone or digital but this is an office based role. Please do not apply unless you can get to Brighton daily.
We may even consider someone who has gained their Level 4 and not from an FS background. Base salary circa £38-40000 plus comms and a career path, also all future qualifications will be sponsored. All leads, clients and necessary training provided.
I'm also looking for experienced IFA's across Sussex and Surrey.
Trainee IFA, RARE opportunity Market leading co. employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee IFA, RARE opportunity Market leading co.
✨Tip Number 1
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with advisers and learn about potential opportunities. This can help you gain insights into the company culture and what they value in candidates.
✨Tip Number 2
Research the company thoroughly. Understand their values, mission, and the specific services they offer. This knowledge will not only help you tailor your approach but also demonstrate your genuine interest during any conversations with the hiring team.
✨Tip Number 3
Prepare for potential interviews by practising common questions related to financial planning and client management. Think about how your previous experiences as a Mortgage Broker, BDM, or Paraplanner can translate into this role and be ready to discuss them.
✨Tip Number 4
Showcase your commitment to continuous learning. Since the role offers sponsored qualifications, express your enthusiasm for furthering your education in financial services. This will highlight your dedication to mastering your craft and growing within the industry.
We think you need these skills to ace Trainee IFA, RARE opportunity Market leading co.
Some tips for your application 🫡
Highlight Your Qualifications: Make sure to prominently feature your Level 4 Diploma in Financial Services in your CV and cover letter. This is a key requirement for the role, so don't let it get buried in your application.
Tailor Your Experience: If you have a background as a Mortgage Broker, BDM, or Paraplanner, emphasise relevant experiences that showcase your skills in financial planning. Use specific examples to demonstrate how your past roles have prepared you for this position.
Show Enthusiasm for Training: Express your eagerness to learn and grow within the financial services sector. Mention how the opportunity for first-class training excites you and aligns with your career goals.
Clarify Your Location: Since the role requires daily commuting to Brighton, make sure to mention your proximity to the location in your application. This will reassure the employer that you can meet this essential requirement.
How to prepare for a job interview at Click To Hired
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma in Financial Services during the interview. Discuss how your qualifications have prepared you for a role in financial advising and be ready to provide examples of how you've applied your knowledge in real-world situations.
✨Demonstrate Industry Knowledge
Research the company and the financial services sector thoroughly. Be prepared to discuss current trends, challenges, and opportunities within the industry. This will show your genuine interest and commitment to the field.
✨Prepare for Role-Specific Scenarios
Since this role involves giving advice to clients, practice answering common client scenarios. Think about how you would approach different financial situations and be ready to explain your thought process clearly.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the training process, career progression, and the company's approach to client relationships. This demonstrates your enthusiasm for the role and helps you assess if it's the right fit for you.
