At a Glance
- Tasks: Advise clients on investments and pensions while building your financial expertise.
- Company: Join Chattertons, a respected law firm with a rich history and community focus.
- Benefits: Enjoy competitive salary, equal opportunities, and a supportive work environment.
- Other info: Dynamic team culture with opportunities for community engagement and professional growth.
- Why this job: Kickstart your career in finance and work towards Chartered status with expert guidance.
- Qualifications: Good GCSE and A Level grades; driving licence required for client visits.
The predicted salary is between 49500 - 60500 £ per year.
Trainee Independent Financial Adviser - Stamford, Lincolnshire
We have an exciting opportunity for a Trainee Independent Financial Adviser to join our Wealth Management Team, based at our Stamford office.
We are seeking a Trainee Independent Financial Adviser who will primarily advise on investments and pensions, with the opportunity to also provide equity release and protection advice.
The successful candidate will demonstrate the drive and determination to qualify to Diploma level as quickly as possible (if not already qualified), with a desire to progress towards Chartered status.
A genuine interest in financial services, excellent communication skills and a commitment to delivering high standards of client service are essential.
Location
Stamford
Department
Wealth Management Department
Hours
9am – 5.15pm Monday to Friday
Salary
Depending on Experience
Key Responsibilities
- To provide an ongoing service to existing clients.
- To work under supervision initially to gain experience and develop competence in the role of an Independent Financial Adviser.
- To qualify to Diploma level (if not already qualified) and progress towards Chartered status.
- To work with Partners and Fee Earners to develop new financial services business and build a personal caseload over time.
- To assist in the preparation of client reviews, suitability reports and recommendations under supervision.
- To develop technical knowledge across investments, pensions, protection and equity release.
- To use the Firm’s case management systems effectively, ensuring records are accurate and up to date.
- To ensure all work complies with the Firm’s policies, FCA regulations and best practice.
- To be prepared to work anti-social hours when this is necessary to ensure client satisfaction.
- Candidate Profile
Essential Experience
- Good grades at GCSE and A Level .
- Driving Licence (and transport as some travel will be required to other offices and to see clients).
- High level of competency in using Microsoft Office (Word, Power Point, Excel).
Desirable Experience
- Experience in Financial Services and/or Wealth Management.
- Degree level education with a 2.1 or above and a relevant financial, economics or law degree would be an advantage.
- Diploma or part qualified financial services qualification.
- Competent in using case management systems.
- Clear understanding of confidentially/Data Protection.
Skills, Competencies & Attributes
- Strategic thinker with hands‑on delivery capability.
- Excellent interpersonal skills with ability to quickly establish and maintain good working relationships at all levels.
- Excellent communication skills both written and verbal.
- Strong analytical and data‑driven decision‑making capability.
- Able to work with diplomacy and assertiveness.
- Discrete with the ability to maintain high levels of confidentiality.
- Flexible and willing/able to travel to all offices
- Proactive and positive attitude.
- Reacts well under pressure and is able to work to deadlines.
- High level of integrity and empathy.
- Team player.
- Sense of humour.
- Why work at Chattertons
Founded in 1856, Chattertons is one of the UK’s oldest and most respected law firms, proudly serving communities across Lincolnshire and the East Midlands.
As a Top 200 law firm, we offer a comprehensive range of legal and financial services to individuals and businesses, with particular expertise in commercial property, corporate law, dispute resolution, and agriculture.
Our commitment to excellence is matched by our dedication to local engagement—many of our team members actively contribute to the community as trustees, governors, and business advocates.
Benefits
Some of the great benefits that we offer include
Chattertons recognises that it is essential to provide equal opportunities to all persons without discrimination.
The firm has an Equality and Diversity Policy and this sets out the firm’s position on equal opportunity in all aspects of employment.
This is available upon request.
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TRAINEE INDEPENDENT FINANCIAL ADVISER - STAMFORD, LINCOLNSHIRE employer: Chattertons Solicitors & Wealth Management
Chattertons is an esteemed law firm with a rich history dating back to 1856, offering a supportive and dynamic work environment in Stamford and Sleaford. As a Top 200 law firm, we prioritise employee development through comprehensive training and mentorship, ensuring that our Trainee Paralegals thrive in their roles while contributing to meaningful clinical negligence cases. Our commitment to community engagement and a collaborative culture makes Chattertons an exceptional employer for those seeking a rewarding legal career.
Contact Details:
Chattertons Solicitors & Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land TRAINEE INDEPENDENT FINANCIAL ADVISER - STAMFORD, LINCOLNSHIRE
✨Tap into University Career Services
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We think you need these skills to ace TRAINEE INDEPENDENT FINANCIAL ADVISER - STAMFORD, LINCOLNSHIRE
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Chattertons Solicitors & Wealth Management.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Chattertons Solicitors & Wealth Management
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Chattertons Solicitors & Wealth Management.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Chattertons Solicitors & Wealth Management.
