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- Tasks: Join a dynamic team as a Trainee Financial Adviser, supporting Sales Managers and Advisers.
- Company: Blakemore Recruitment is an award-winning firm offering bespoke wealth management services.
- Benefits: Enjoy a structured training plan, mentorship, and the potential for career advancement.
- Why this job: This role offers hands-on experience in finance with a supportive and innovative company culture.
- Qualifications: Must have a Level 4 Diploma in Regulated Financial Advice and ambition to become Chartered.
- Other info: Training lasts 6-12 months, tailored to your skills and development.
The predicted salary is between 28000 - 42000 £ per year.
Salary - £35,000
Our client is 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 Leeds and are seeking Trainee Financial Advisers to join their team.
As a Trainee Adviser, you will work as part of a high-performing team supporting primarily Sales Managers (SM) and Advisers. You should have experience working in an IFA with exposure to client meetings (experience with cash flow is beneficial) and a good technical understanding. You should hold a minimum Level 4 Diploma in Regulated Financial Advice (CII preferable or willing to undertake exams to convert) and have the ambition to become a Chartered Financial Adviser.
You will undergo a 6-12 month training and assessment period, depending on your qualifications, skills, and development speed. The company will help develop your skills through a structured training plan, with support from a dedicated mentor and peers. You will be assigned to a specific Commercial Management Team and Sales Manager.
This is an excellent opportunity to work for a forward-thinking company.
Trainee Financial Adviser - Leeds employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser - Leeds
✨Tip Number 1
Network with professionals in the financial advisory field, especially those who work in or have connections to Leeds. Attend local finance events or seminars to meet potential colleagues and mentors who can provide insights into the role and company culture.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial advising. This will not only enhance your knowledge but also demonstrate your commitment to the profession during any informal discussions or interviews.
✨Tip Number 3
Consider reaching out to current or former employees of the company through platforms like LinkedIn. Ask them about their experiences and any tips they might have for succeeding in the application process.
✨Tip Number 4
Prepare for potential interviews by practising common questions related to financial advising. Focus on how you can contribute to a high-performing team and support Sales Managers and Advisers effectively.
We think you need these skills to ace Trainee Financial Adviser - Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising or related fields. Emphasise any exposure to client meetings and your technical understanding of financial products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for becoming a Chartered Financial Adviser. Mention your Level 4 Diploma in Regulated Financial Advice and your willingness to undertake further exams.
Highlight Teamwork Skills: Since the role involves working closely with Sales Managers and Advisers, emphasise your ability to work in a team. Provide examples of past experiences where you successfully collaborated with others.
Showcase Your Ambition: In your application, express your ambition to grow within the company and your commitment to professional development. This will resonate well with a forward-thinking company like the one hiring.
How to prepare for a job interview at Blakemore Recruitment
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for the financial advisory field. Talk about what drew you to this career path and how you see yourself growing within the industry. This will demonstrate your commitment and ambition to become a Chartered Financial Adviser.
✨Highlight Relevant Experience
Discuss any previous experience you have in an Independent Financial Advisory (IFA) setting, especially if you've been involved in client meetings or cash flow analysis. Be specific about your role and contributions, as this will show that you understand the demands of the position.
✨Prepare Questions for Your Interviewers
Have a list of thoughtful questions ready to ask your interviewers. Inquire about the training process, mentorship opportunities, and the company culture. This shows that you are proactive and genuinely interested in how you can fit into their team.
✨Demonstrate Your Technical Knowledge
Brush up on your technical understanding of financial products and regulations. Be prepared to discuss your Level 4 Diploma in Regulated Financial Advice and any relevant coursework. This will help establish your credibility and readiness for the role.
