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For Companies At a Glance
- Tasks: Join our trainee programme to gain hands-on experience in financial advisory and client relations.
- Company: A rapidly expanding global financial services firm with a stellar reputation since 2002.
- Benefits: Access to excellent training resources, career development support, and opportunities in multiple international locations.
- Why this job: Kickstart your finance career with a supportive team focused on your growth and success.
- Qualifications: A positive attitude, eagerness to learn, and a sales background are essential for this role.
- Other info: This position is not UK-based; applicants must be eligible to work in specified international locations.
Founded in 2002 by a visionary entrepreneur CEO, our client has swiftly expanded its global presence. Starting from its inaugural office in Hong Kong, it now boasts 50 offices spanning continents, including Africa, the Middle East, the Far East, ASEAN, Europe, Latin America, India, and Australasia (with Canada soon to follow suit).
Their steadfast dedication to excellence has garnered them an outstanding reputation in the international market. At the core of their mission is a singular objective: furnishing clients with unmatched financial peace of mind. Their training centers are located in Dubai, Abu Dhabi, New Zealand, Australia, Jakarta, Porto, Milan, and Marbella, so, if you are currently eligible to live and work in those locations and have legal residence, don’t let anything stop you.
Please note, this trainee opportunity is not UK-based.
Opportunity Overview:
Joining their Entry-Level Financial Trainee Program presents a distinct opportunity to acquire practical experience, tap into excellent learning and development resources, and carve out a successful career as a Financial Advisor. If you aspire to advance your career with a company that will push and support you while equipping you with the requisite skills and experience to thrive, they eagerly await your application.
What to Expect:
In your inaugural year, you’ll embark on a comprehensive journey within their academy, gaining invaluable experience and knowledge in financial advisory. You’ll delve into the client journey, report writing, communication skills, and the effective utilization of their training platform. Throughout the program, their Development team will offer additional training programs to further hone your skills. Upon completing your first year, you’ll have the opportunity to tailor your development toward becoming a Financial Advisor. They’ll support you in pursuing additional exams while providing ongoing development to propel your career forward.
What You’ll Bring:
- A Growth Mindset: They prize individuals who embrace challenges as growth opportunities. Having a growth mindset entails confronting obstacles and setbacks with a positive outlook, seeing them as chances to learn and improve. You’re undeterred by initial difficulties, viewing them as stepping stones toward success. Openness to new experiences and the belief that with effort and dedication, you can continuously develop your skills and capabilities are key. A growth mindset fosters resilience, creativity, and adaptability, vital attributes in the dynamic field of finance.
- Eagerness to Learn: In the ever-evolving landscape of finance, a keen desire to learn is indispensable. They seek candidates enthusiastic about expanding their knowledge, whether about financial markets, investment strategies, or client relationships. Willingness to learn translates to being receptive to feedback, actively seeking opportunities for self-improvement, and exploring new concepts and approaches. Recognizing that continuous learning is a lifelong journey, you’re committed to staying abreast of industry trends and developments. Your thirst for knowledge fuels your professional growth, ensuring you remain a valuable asset to the team.
Recruitment Process:
- Online Application: Submit your CV and answer questions to evaluate your interests and motivations.
- Psychometric Survey from the McQuaig Institute.
- Live Interactive Webinar: Attend a live session with the company CEO.
- Interview: Engage in an interview with the company’s Global Head of Recruitment.
Please note: This position would typically suit those keen on embarking on a career in financial services and wealth management. You ideally do have a good sales background of some sort. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required financial services sales aspirations
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Trainee Financial Advisor employer: Prestige IFA Jobs
Contact Detail:
Prestige IFA Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Research the company thoroughly before your interview. Understand their global presence and mission to provide financial peace of mind. This knowledge will help you demonstrate your genuine interest in the role and align your values with theirs.
✨Tip Number 2
Prepare for the live interactive webinar by formulating insightful questions about the company and its operations. Engaging actively during this session can leave a positive impression on the CEO and show your enthusiasm for the role.
✨Tip Number 3
Highlight your growth mindset during the interview process. Be ready to share examples of how you've embraced challenges in the past and what you've learned from them, as this aligns perfectly with what they are looking for in a candidate.
✨Tip Number 4
Network with current or former employees of the company on platforms like LinkedIn. They can provide valuable insights into the company culture and the skills that are most valued, which can help you tailor your approach during the recruitment process.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experiences and skills that align with the role of a Trainee Financial Advisor. Emphasise any sales experience, customer service roles, or financial knowledge you possess.
Craft a Compelling Cover Letter: Write a cover letter that showcases your eagerness to learn and your growth mindset. Explain why you are interested in the financial services sector and how you can contribute to the company's mission of providing financial peace of mind.
Prepare for the Psychometric Survey: Familiarise yourself with the types of questions that may be included in the psychometric survey from the McQuaig Institute. Practice answering similar questions to ensure you present your best self during this assessment.
Engage in the Live Webinar: Attend the live interactive webinar with the company CEO. Prepare thoughtful questions to ask during the session, demonstrating your interest in the company and the role. This is a great opportunity to make a positive impression.
How to prepare for a job interview at Prestige IFA Jobs
✨Show Your Growth Mindset
Demonstrate your ability to embrace challenges and learn from setbacks. Share examples of how you've faced difficulties in the past and turned them into opportunities for growth, as this aligns perfectly with what the company values.
✨Express Your Eagerness to Learn
Make it clear that you have a genuine interest in expanding your knowledge about finance. Discuss any relevant courses, books, or experiences that have contributed to your understanding of financial markets and client relationships.
✨Prepare for the Live Webinar
Since you'll be attending a live session with the CEO, prepare thoughtful questions that reflect your interest in the company and its mission. This will show your enthusiasm and help you stand out during the recruitment process.
✨Highlight Your Sales Experience
Even if your background isn't strictly in financial services, emphasise any sales experience you have. Discuss how your skills in client interaction and meeting targets can translate into success as a Financial Advisor.
