Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support the team with client enquiries and learn the ropes of financial planning.
- Company: Fast-growing financial planning practice focused on client satisfaction.
- Benefits: Starting salary of £25,000 - £27,000, career progression, and supportive environment.
- Other info: Join a team-oriented culture and make a meaningful impact in clients' lives.
- Why this job: Kickstart your career in wealth management with a clear path to becoming a qualified adviser.
- Qualifications: Ambitious, organised individuals eager to learn and grow in finance.
The predicted salary is between 25000 - 27000 £ per year.
Location: Marlow
Starting Salary: £25,000 - £27,000 pa
Start your career in financial planning. We are a fast-growing, client-focused financial planning practice and an Appointed Representative of St. James's Place plc. We work with a high-quality client base and pride ourselves on delivering a personal, high-standard service. As we continue to grow, we're investing in the next generation of advisers. We're looking for a bright, motivated individual to join our growing financial planning practice in Marlow. This isn't just an admin role; it's a structured pathway to becoming a qualified Financial Adviser. If you're ambitious, organised, and want a long-term career in wealth management, this is a genuine opportunity to build something meaningful within a supportive, team-focused working environment.
The Role:
- You’ll start by supporting the Partner and wider team with day-to-day administration and client support, learning how a successful financial planning business operates from the inside.
- Dealing with client enquiries (phone, email, in person)
- Preparing documentation and reports for client meetings
- Maintaining accurate client records
- Assisting with business processing and administration
- Working closely with the Partner
Trainee Financial Adviser employer: Burgh Recruitment
Contact Detail:
Burgh Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your interview skills! Mock interviews can really help us nail down our responses and boost our confidence. Grab a friend or use online resources to simulate the interview experience and get feedback.
✨Tip Number 3
Showcase your passion for financial planning! When we get the chance to chat with potential employers, let them know why we’re excited about this career path. Share any relevant experiences or projects that highlight our commitment to the field.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows that you’re genuinely interested in joining our team and starting your journey as a Trainee Financial Adviser.
We think you need these skills to ace Trainee Financial Adviser
Some tips for your application 🫡
Show Your Passion: When writing your application, let us see your enthusiasm for financial planning. Share why you're excited about starting a career as a Trainee Financial Adviser and how you can contribute to our team.
Tailor Your CV: Make sure your CV is tailored to the role. Highlight any relevant experience or skills that align with what we're looking for in a motivated individual. We want to see how you fit into our client-focused practice!
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon. We appreciate a well-structured application that makes it easy for us to see your qualifications and potential.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity in Marlow. We can’t wait to hear from you!
How to prepare for a job interview at Burgh Recruitment
✨Know Your Financial Basics
Brush up on your financial knowledge before the interview. Understand key concepts like investment strategies, risk management, and client relationship building. This will show your enthusiasm for the role and help you engage in meaningful conversations.
✨Showcase Your Organisational Skills
As a Trainee Financial Adviser, you'll need to be organised. Prepare examples from your past experiences where you've successfully managed tasks or projects. This could be anything from balancing studies with part-time work to leading a group project.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about their approach to client relationships or how they support new advisers. This demonstrates your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Active Listening
During the interview, make sure to listen carefully to the interviewer's questions and comments. Responding thoughtfully shows that you value their input and are keen to learn. It’s a great way to build rapport and demonstrate your communication skills.