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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.
Overview
The Company: My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a Trainee Financial Advisor to join their office on the outskirts of Bristol.
This is a rare opportunity for an aspiring Financial Advisor to step into an employed role with a company that can offer ongoing training and development, and an established client book to inherit once qualified click apply for full job details
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Trainee Financial Advisor employer: Cavendish Maine
Contact Detail:
Cavendish Maine Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at a firm like Cavendish Maine.
✨Tip Number 2
Prepare for those virtual meetings! Since this role involves a lot of phone and Teams interactions, make sure you’re comfortable with the tech. Practise your pitch and have your key points ready to showcase your skills and experience.
✨Tip Number 3
Showcase your client relationship skills! During interviews, share examples of how you've built sustainable relationships with clients in the past. This will demonstrate that you can handle the responsibilities of the Trainee Financial Advisor role effectively.
✨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 take the initiative to engage directly with us.
We think you need these skills to ace Trainee Financial Advisor
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. Keep it concise but engaging – we love a good story!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge, don’t shy away from showcasing your expertise in financial planning. Mention specific areas where you excel and how you’ve applied this knowledge in past roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 your interpersonal skills. During the interview, focus on creating a connection with the interviewer. Ask them about their experiences and share your own stories that highlight your ability to connect with clients.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations, such as complaints or annual reviews. Think of examples from your past experience where you've successfully navigated similar challenges. This will demonstrate your problem-solving skills and your ability to provide appropriate solutions.
✨Show Your Ambition
If you're aiming for Chartered status, let them know! Discuss your career goals and how you plan to achieve them. This shows that you're committed to your professional development and aligns with their desire for someone who is eager to grow within the company.
