Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in creating financial plans and building client relationships.
- Company: Dynamic financial planning practice in Chelmsford.
- Benefits: Comprehensive training, career development, and supportive environment.
- Why this job: Kickstart your career in finance with hands-on experience and growth opportunities.
- Qualifications: Level 4 Diploma and a passion for learning.
- Other info: Join a team dedicated to helping clients achieve their financial goals.
The predicted salary is between 20000 - 30000 £ per year.
A financial planning practice in Chelmsford is seeking a Trainee Financial Planner to assist in providing financial plans and advice to clients. The ideal candidate will possess a Level 4 Diploma and be eager to learn.
Responsibilities include:
- Working on financial planning propositions
- Maintaining records
- Developing client relationships
This position offers comprehensive training and career development opportunities within the financial advice sector.
Aspiring Financial Planner - Trainee/Junior IFA in Chelmsford employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Aspiring Financial Planner - Trainee/Junior IFA in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning sector on LinkedIn or at local events. Building connections can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios you might face as a Trainee Financial Planner. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Show your enthusiasm for learning! During interviews, highlight your eagerness to develop your skills and knowledge in financial planning. Employers love candidates who are keen to grow and adapt.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals ready to kickstart their careers in financial planning.
We think you need these skills to ace Aspiring Financial Planner - Trainee/Junior IFA in Chelmsford
Some tips for your application 🫡
Show Your Passion for Finance: When writing your application, let us see your enthusiasm for financial planning. Share any relevant experiences or coursework that sparked your interest in the field. We love candidates who are eager to learn and grow with us!
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter for this role. Highlight your Level 4 Diploma and any skills that align with the responsibilities mentioned in the job description. We appreciate when applicants take the time to connect their experiences to what we’re looking for.
Be Clear and Concise: Keep your application straightforward and to the point. Use clear language and avoid jargon unless it’s relevant. We want to understand your qualifications and motivations without sifting through unnecessary fluff!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it makes the whole process smoother for both of us!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around the Level 4 Diploma topics. Be ready to discuss financial planning propositions and how they can benefit clients. This shows you're not just eager to learn but also have a solid foundation.
✨Show Your Enthusiasm
Let your passion for financial planning shine through during the interview. Talk about why you want to be a Financial Planner and how you see yourself growing in this role. Companies love candidates who are genuinely excited about their field!
✨Prepare Questions
Have a few thoughtful questions ready to ask your interviewers. This could be about their training programmes or how they support career development. It shows that you're serious about your future and interested in what they offer.
✨Demonstrate Relationship-Building Skills
Since developing client relationships is key in this role, think of examples from your past experiences where you've successfully built rapport with others. Share these stories to illustrate your interpersonal skills and how you can apply them in a financial context.
