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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 trust and exceptional client care.
- Benefits: Enjoy full support towards Chartered status, career progression, and hands-on training.
- Why this job: Gain valuable client exposure and develop skills in a collaborative, client-focused environment.
- Qualifications: Level 4 Diploma in Financial Planning and strong client service skills required.
- Other info: Work alongside experienced professionals and receive structured mentorship.
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.
If you have the required experience and are interested in this opportunity, then apply or get in contact directly.
Trainee Financial Planner employer: Career Wallet
Contact Detail:
Career Wallet 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, especially those who are already Chartered. Attend local finance events or webinars to connect with potential mentors and learn more about the role.
✨Tip Number 2
Familiarise yourself with the latest financial planning tools and software. Being knowledgeable about these resources can set you apart during interviews and show your commitment to the field.
✨Tip Number 3
Prepare thoughtful questions about the firm's approach to client relationships and their mentorship programme. This demonstrates your genuine interest in their values and how you can contribute to their success.
✨Tip Number 4
Showcase your proactive attitude by discussing any relevant projects or experiences where you've successfully built client relationships or provided exceptional service. This will highlight your suitability for the role.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Trainee Financial Planner role. Emphasise your Level 4 Diploma in Financial Planning and any client service experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for the role and your commitment to achieving Chartered status. Mention how your skills and experiences make you a great fit for their relationship-driven approach.
Highlight Relevant Skills: In your application, focus on your communication and organisational abilities. Provide examples of how you've successfully built relationships or contributed to team projects in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Career Wallet
✨Research the Company
Before your interview, take some time to learn about the wealth management firm. Understand their values, services, and client approach. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Prepare for Technical Questions
As a Trainee Financial Planner, you may be asked about financial planning concepts and regulations. Brush up on your knowledge of the Level 4 Diploma content and be ready to discuss how you would apply this knowledge in real-world scenarios.
✨Showcase Your Client Relationship Skills
Since the role emphasises client relationship management, be prepared to share examples of how you've successfully built relationships in the past. Highlight your communication skills and your ability to understand and meet client needs.
✨Express Your Ambition
The firm is looking for motivated individuals committed to achieving Chartered status. Be sure to express your career goals and how you plan to achieve them. This shows that you're not just looking for a job, but a long-term career in financial planning.
