Trainee Financial Adviser

Trainee Financial Adviser

Leicester Full-Time 24000 - 36000 Β£ / year (est.) No home office possible
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At a Glance

  • Tasks: Join our Trainee Consultant Academy to learn and grow in wealth management.
  • Company: We are a leading firm in financial advice, dedicated to making a difference.
  • Benefits: Earn while you learn with fully funded qualifications and expert mentorship.
  • Why this job: Launch your career with hands-on experience and a chance to impact lives positively.
  • Qualifications: No prior experience needed; just bring your passion for helping others.
  • Other info: This is a full-time, in-person role based in Leicester, starting January 2026.

The predicted salary is between 24000 - 36000 Β£ per year.

Kickstart your career in wealth management with our Trainee Consultant AcademyJanuary 2026 Intake now open | Based in Leicester | Full-time, in-personTurn your passion into a professionLooking to make a meaningful difference in peoples lives while building a rewarding career?Our Trainee Consultant Academy gives you the chance to learn directly from some of the industrys best consultants while getting paidand earn your Level 4 Diploma in Regulated Financial Planning along the way.This isnt just a training programme its a career launchpad.Why join our academy?We combine expert training, real-world exposure, and hands-on mentorship to give you the tools, confidence, and credibility to succeed in the fast-paced world of financial advice.?? Fully funded professional qualifications?? Expert mentorship from leading advis…

Trainee Financial Adviser employer: Click To Hired

Join a dynamic and supportive work environment in Leicester, where our Trainee Consultant Academy not only offers you the chance to earn while you learn but also provides fully funded professional qualifications and expert mentorship from industry leaders. We are committed to fostering your growth and success, ensuring that you can make a meaningful impact in people's lives while building a rewarding career in wealth management.
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Contact Detail:

Click To Hired Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Trainee Financial Adviser

✨Tip Number 1

Research the financial advisory industry thoroughly. Understand the current trends, challenges, and opportunities within wealth management. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.

✨Tip Number 2

Network with professionals already working in financial advisory roles. Attend industry events, webinars, or local meetups to connect with potential mentors and gain insights into what it takes to succeed in this career.

✨Tip Number 3

Prepare thoughtful questions to ask during your interview. This shows your enthusiasm for the role and helps you assess if the academy aligns with your career goals. Consider asking about the mentorship process or the types of clients you might work with.

✨Tip Number 4

Stay updated on financial regulations and compliance standards. Familiarising yourself with these aspects will not only enhance your understanding of the role but also position you as a knowledgeable candidate who is ready to take on the responsibilities of a Trainee Financial Adviser.

We think you need these skills to ace Trainee Financial Adviser

Communication Skills
Interpersonal Skills
Analytical Skills
Attention to Detail
Problem-Solving Skills
Time Management
Financial Knowledge
Customer Service Orientation
Sales Skills
Adaptability
Teamwork
Ethical Judgement
Presentation Skills
Networking Skills

Some tips for your application 🫑

Understand the Role: Before applying, make sure you fully understand what a Trainee Financial Adviser does. Familiarise yourself with the responsibilities and skills required for the role to tailor your application accordingly.

Craft a Compelling CV: Highlight relevant experiences, skills, and qualifications that align with the financial advisory field. Emphasise any customer service or sales experience, as well as your eagerness to learn and grow in the industry.

Write a Strong Cover Letter: Use your cover letter to express your passion for wealth management and your desire to help others. Mention why you are interested in this specific academy and how it aligns with your career goals.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.

How to prepare for a job interview at Click To Hired

✨Research the Company

Before your interview, take some time to learn about the company and its values. Understanding their approach to wealth management and their mission will help you align your answers with what they are looking for.

✨Show Your Passion for Finance

Express your enthusiasm for the financial industry and your desire to help clients achieve their financial goals. Share any relevant experiences or interests that demonstrate your commitment to a career in financial advising.

✨Prepare Questions to Ask

Interviews are a two-way street. Prepare thoughtful questions about the Trainee Consultant Academy, the mentorship process, and the types of clients you might work with. This shows your genuine interest in the role and helps you assess if it's the right fit for you.

✨Practice Common Interview Questions

Anticipate common interview questions related to financial advising, such as your understanding of financial products or how you would handle client relationships. Practising your responses can help you feel more confident during the interview.

Trainee Financial Adviser
Click To Hired
Location: Leicester
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