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- Tasks: Support clients as a Trainee Financial Planner, managing relationships and producing reports.
- Company: Join a dynamic SME advisory firm with strong internal client opportunities.
- Benefits: Competitive salary of £37k to £45k plus bonuses, coaching, and career development.
- Why this job: Kickstart your advisory career with existing clients and flexible working options.
- Qualifications: Ideal for paraplanners or newly qualified advisers in West and South Yorkshire.
- Other info: Enjoy a mix of face-to-face and remote client interactions.
The predicted salary is between 32000 - 48000 £ per year.
BWD are supporting a SME advisory firm who have a unique opportunity for a paraplanner to progress into an advisory role. The firm I am supporting forms part of a wider professional services business which means they benefit from vast internal client opportunities, removing the need for advisors to conduct external business development.
The opportunity will see you work closely with a senior planner and inherit a good amount of existing clients. Alongside this, you will be passed new opportunities where you will onboard and look after the entire client relationship long term. You will manage and develop the client relationship process, and your role will combine both the advisory aspect and the production of client reports. Advice will be offered both face to face and in some instances remotely.
What’s on offer:
- A salaried role with a basic of c£37k to £45k plus bonus
- All clients supplied
- Excellent coaching and career development
- Support towards further professional studies
- Some home working flexibility alongside attending client meetings in person in both local offices, clients' homes and through video technology
This opportunity would suit an existing paraplanner or a newly qualified adviser. Applications are invited from candidates residing in the West and South Yorkshire regions.
Job Details
- Seniority level: Associate
- Employment type: Full-time
- Job function: Sales and Consulting
Trainee Financial Planner in Leeds employer: BWD Search & Selection
Contact Detail:
BWD Search & Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at firms like BWD. A friendly chat can sometimes lead to a job offer before it even hits the market.
✨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 or using online resources to get comfortable with discussing client relationships and advisory processes.
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, whether in person or via video, make sure to highlight your experience with client management and report production. We want to see how you can add value to their team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and keen to join our community.
We think you need these skills to ace Trainee Financial Planner in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Planner role. Highlight any relevant experience, skills, and qualifications that align with what we’re looking for. This shows us you’ve done your homework and are genuinely interested in the position.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role. Share your passion for financial planning and how you can contribute to our team. Keep it concise but engaging!
Showcase Your Client Relationship Skills: Since this role involves managing client relationships, make sure to highlight any experience you have in this area. Whether it’s through previous jobs or personal experiences, let us know how you build and maintain strong relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at BWD Search & Selection
✨Know Your Numbers
As a Trainee Financial Planner, it's crucial to brush up on your financial knowledge. Familiarise yourself with key financial concepts and metrics relevant to the role. This will not only help you answer technical questions confidently but also demonstrate your commitment to the field.
✨Showcase Your Client Relationship Skills
Since the role involves managing client relationships, be prepared to discuss your experience in this area. Think of examples where you've successfully built rapport or resolved issues. Highlighting your interpersonal skills will show that you're ready to take on the advisory aspect of the job.
✨Research the Firm
Take some time to understand the SME advisory firm and its place within the wider professional services business. Knowing their values, services, and client base will allow you to tailor your answers and show genuine interest in the company during the interview.
✨Prepare Questions for Them
Interviews are a two-way street, so come armed with thoughtful questions about the role and the firm. Ask about the coaching and career development opportunities they offer, or how they envision the onboarding process for new clients. This shows you're proactive and genuinely interested in your potential future with them.
