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- Tasks: Assist in financial planning and manage client relationships while supporting tailored financial solutions.
- Company: Join a reputable wealth management firm known for exceptional client care and trust-based partnerships.
- Benefits: Enjoy full support towards Chartered status, structured mentorship, and a collaborative work environment.
- Why this job: This role offers valuable client exposure and career progression in a respected firm.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and strong client service skills.
- Other info: Ideal for motivated individuals eager to develop their skills in financial planning.
The predicted salary is between 28000 - 42000 £ per year.
An exciting opportunity to join a reputable wealth management firm committed to delivering tailored financial planning services. With significant client assets and a growing footprint across the Northwest, they are known for their relationship-driven approach, building lasting partnerships founded on trust and exceptional client care.
In this role, you’ll receive full support towards achieving Chartered status, working alongside experienced Financial Planners and a dedicated client support team. This is a fantastic opportunity for a motivated individual to develop their skills, gain valuable client exposure, and progress their career in financial planning.
What They Offer You:
- Full exam and study support towards Chartered status.
- Career progression in a growing and highly respected firm.
- Structured mentorship and hands-on training.
- Support from experienced paraplanners and administrators.
- A collaborative, client-focused working environment.
Responsibilities:
- Assist in financial planning and client relationship management.
- Support the delivery of tailored financial solutions aligned with clients’ goals.
- Contribute to ongoing client reviews, ensuring plans remain on track.
- Conduct research and analysis to support bespoke financial plans.
- Collaborate with senior advisers to develop your technical skills.
Requirements:
- Level 4 Diploma in Financial Planning
- Strong client service and relationship-building skills.
- Ambitious and committed to achieving Chartered status.
- Excellent communication and organisational abilities.
- A team player with a proactive and positive attitude.
Trainee Financial Planner employer: Capio Recruitment Financial Planning
Contact Detail:
Capio Recruitment Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance events or join relevant online forums to connect with experienced Financial Planners who can provide insights and potentially refer you to opportunities at firms like ours.
✨Tip Number 2
Demonstrate your commitment to the field by engaging in continuous learning. Consider enrolling in workshops or webinars related to financial planning, which can help you gain knowledge and show your dedication to potential employers.
✨Tip Number 3
Prepare for interviews by familiarising yourself with common financial planning scenarios and case studies. Being able to discuss these topics confidently will showcase your understanding of the role and your readiness to contribute.
✨Tip Number 4
Highlight your interpersonal skills during networking and interviews. Since this role involves building client relationships, demonstrating your ability to communicate effectively and empathetically will set you apart from other candidates.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Trainee Financial Planner position. Tailor your application to highlight how your skills and experiences align with what the company is looking for.
Craft a Compelling CV: Ensure your CV is up-to-date and clearly outlines your qualifications, including your Level 4 Diploma in Financial Planning. Highlight any relevant experience in client service or financial planning, and make sure to showcase your communication and organisational skills.
Write a Strong Cover Letter: Your cover letter should express your enthusiasm for the role and the company. Discuss your ambition to achieve Chartered status and how you can contribute to the firm's client-focused approach. Be specific about why you want to work with them and how you can add value.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial planning industry.
How to prepare for a job interview at Capio Recruitment Financial Planning
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for the financial planning industry. Talk about what inspired you to pursue this career and how you see yourself growing within the field. This will demonstrate your commitment and ambition to achieve Chartered status.
✨Highlight Your Client Relationship Skills
Since the role involves client relationship management, be prepared to discuss your experience in building and maintaining relationships. Share specific examples of how you've successfully interacted with clients or worked in a team to deliver exceptional service.
✨Prepare for Technical Questions
Brush up on your knowledge of financial planning concepts and regulations. Be ready to answer technical questions that may arise during the interview, as this will showcase your understanding of the industry and your readiness to support tailored financial solutions.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewers about their approach to financial planning and client care. This not only shows your interest in the firm but also helps you assess if their values align with yours, making it a win-win situation.
