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- Tasks: Support Sales Managers and Advisers while gaining hands-on experience in financial advising.
- Company: Join an award-winning team of Independent Financial Advisers in London.
- Benefits: Enjoy a structured training plan, mentorship, and the chance to become a Chartered Financial Adviser.
- Why this job: Be part of a high-performing team in a forward-thinking company with a focus on personal growth.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Advice and ambition to grow in the field.
- Other info: Training period lasts 6-12 months, tailored to your skills and development pace.
The predicted salary is between 24000 - 36000 £ per year.
Location – London
Salary – £40,000
Our client are an award-winning team of Independent Financial Advisers who provide a personal, independent
and bespoke wealth management service to high net worth clients. They are expanding their successful business in London and are seeking Trainee Financial Advisers to join their team.
As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers.
You should have experience of working in an IFA with exposure to client meetings (experience of cash flow is beneficial) and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser.
Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.
They will help build and develop the skills you require to become competent as an Adviser in your own right, through initially undertaking a structured training plan during which you will be fully supported by a dedicated mentor, and also your peers. You will be allocated to a specific Commercial Management Team and Sales Manager.
An amazing opportunity to work for a forward thinking company.
Please apply to be considered.
Trainee Financial Adviser employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network with professionals in the financial advisory field. Attend industry events, webinars, or local meetups to connect with experienced advisers and learn about their career paths. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 2
Consider reaching out to current or former employees of the company you're applying to. They can offer insider knowledge about the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 3
Stay updated on the latest trends and regulations in the financial advisory sector. Being knowledgeable about current market conditions and financial products will demonstrate your commitment and readiness for the role.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and the company, and it also gives you a chance to assess if the company aligns with your career goals.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Adviser. Familiarise yourself with the skills and qualifications required, such as the Level 4 Diploma in Regulated Financial Advice.
Tailor Your CV: Highlight relevant experience in your CV, especially any work in an Independent Financial Advisory (IFA) setting. Emphasise your exposure to client meetings and any technical knowledge you possess, particularly regarding cash flow.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your long-term ambition to become a Chartered Financial Adviser. Mention how you align with the company's values and your eagerness to learn and grow within their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Passion for Financial Advising
Make sure to express your enthusiasm for becoming a Trainee Financial Adviser. Talk about your long-term ambition to become a Chartered Financial Adviser and how this role aligns with your career goals.
✨Demonstrate Technical Knowledge
Brush up on your technical understanding of financial advice and wealth management. Be prepared to discuss concepts like cash flow and investment strategies, as this will show your readiness for the role.
✨Highlight Relevant Experience
If you have experience working in an Independent Financial Advisory (IFA) setting, make sure to mention it. Discuss any exposure to client meetings and how that has prepared you for this position.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the training process, mentorship opportunities, and the company culture. This shows your genuine interest in the role and the organisation.
