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For Companies At a Glance
- Tasks: Build relationships with clients and provide tailored financial advice.
- Company: Rapidly growing Financial Planning firm with a focus on quality service.
- Benefits: Competitive salary, extensive company benefits, and flexible hybrid working model.
- Why this job: Join a dynamic team and make a real difference in clients' financial lives.
- Qualifications: Diploma qualified Advisor with strong financial planning knowledge.
- Other info: Great career progression opportunities and support for obtaining Chartered status.
The predicted salary is between 24000 - 36000 £ per year.
This rapidly growing Financial Planning firm provides high-quality, comprehensive advice to individuals, families and businesses across the UK and are looking for an experienced Advisor to join their Bristol office on an employed basis to service an existing client bank.
Role and Responsibilities
- Build sustainable relationships with clients
- Complete annual reviews within required timescales
- Identify and assess clients' needs
- Write new business from carrying out annual reviews with existing clients
- Obtain and record the required meet regulatory KYC and suitability requirements
- Handle client complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Keep records of customer interactions, process client accounts and file documents
This role is desk-based with meetings conducted via phone and Teams. They have a flexible hybrid working model which allows you to split your time between home and office.
The Individual
- The successful candidate will be a Diploma qualified Advisor
- Hold or previously held CAS status
- Strong technical knowledge across all aspects of Financial Planning
- Ideally have a desire to obtain Chartered status
The Package
- Salary circa £40k (depending on experience)
- 60k OTE
- Extensive Company Benefits
Trainee Financial Advisor in Bath employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions so you can showcase your expertise confidently.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website! We make it super easy for you to find and apply for roles that suit your skills. Plus, it helps us keep track of your application and get back to you faster!
We think you need these skills to ace Trainee Financial Advisor in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Trainee Financial Advisor role. Highlight your relevant experience and qualifications, especially your Diploma and any previous CAS status. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with our needs. We love seeing genuine enthusiasm for the role and our company.
Showcase Your Technical Knowledge: Since strong technical knowledge is key for this position, make sure to mention specific areas of financial planning you excel in. We’re looking for candidates who can hit the ground running, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Cavendish Maine
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key principles of KYC and suitability requirements, as well as the latest trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Build Rapport
Since this role involves building sustainable relationships with clients, practice how to establish rapport during your interview. Use active listening skills and engage with the interviewer by asking insightful questions about their client approach and company culture.
✨Showcase Your Experience
Be ready to discuss your previous experience in handling client complaints and providing solutions. Prepare specific examples that highlight your problem-solving skills and ability to meet deadlines, as these are crucial for the role.
✨Embrace the Hybrid Model
Familiarise yourself with the hybrid working model they offer. Be prepared to discuss how you can effectively manage your time between home and office, and share any past experiences that demonstrate your adaptability in a flexible work environment.