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For Companies At a Glance
- Tasks: Meet clients, provide tailored financial advice, and maintain excellent service standards.
- Company: Join a dynamic financial planning firm in Cambridge with a strong reputation for client care.
- Benefits: Enjoy a competitive salary, bonuses, benefits, and a ready-made client base.
- Why this job: Kickstart your career in finance with hands-on experience and professional development opportunities.
- Qualifications: No prior experience needed; just a passion for finance and helping others.
- Other info: Work in a supportive environment with a focus on compliance and customer satisfaction.
The predicted salary is between 36000 - 54000 £ per year.
Role: Trainee Financial Planner
Package: Up to £45,000 Basic Salary + Bonus + Benefits + Clients Provided
Key Responsibilities
- You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations.
- You must outline with your clients the type of on-going service that they wish to receive.
- You will plan, work towards, and generate a pipeline that sufficiently meets your pre-agreed business targets.
- It is crucial that you contact all leads supplied within an agreed timescale and then update the business with progress as/when appropriate.
- You will always act in a compliant manner and deliver an outstanding level of customer service while ensuring that you constantly adhere to the FCA rules and regulations.
- You must utilise the research panel when selecting the tailored advice for your clients while ensuring that all client files are kept up to date and well maintained.
- You must construct reports in line with company standards.
- You will communicate and liaise effectively with the back-office, management, and marketing teams.
- It is imperative that you always provide clear, concise, and accountable information.
- You will have the desire to continue your professional development, whilst also increasing your technical knowledge in specialist advice.
Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided employer: Click To Hired
Contact Detail:
Click To Hired Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
✨Tip Number 1
Familiarise yourself with the Financial Conduct Authority (FCA) rules and regulations. Understanding these guidelines will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for a Trainee Financial Planner.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local finance events or join online forums to connect with current financial planners. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss how you would handle client relationships. Think of examples where you've provided excellent customer service or resolved conflicts, as this will be key in demonstrating your suitability for the role.
✨Tip Number 4
Research the company culture and values of StudySmarter. Tailor your conversations during interviews to reflect how your personal values align with theirs, showing that you are a good fit for their team.
We think you need these skills to ace Trainee Financial Planner, Cambridge, Up to £45k Basic Salary + Bonus + Benefits + Clients Provided
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Trainee Financial Planner. Emphasise any customer service roles, compliance knowledge, or financial planning experience.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific aspects of the job description that excite you and how your background makes you a great fit.
Showcase Your Communication Skills: Since effective communication is key in this role, ensure your application reflects your ability to convey information clearly. Use concise language and structure your documents well to demonstrate this skill.
Highlight Your Commitment to Professional Development: Mention any relevant courses, certifications, or training you have undertaken or plan to pursue. This shows your dedication to growing in the financial planning field and aligns with the company's expectations.
How to prepare for a job interview at Click To Hired
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Trainee Financial Planner. Familiarise yourself with client management, compliance, and the importance of adhering to FCA regulations. This will help you demonstrate your knowledge during the interview.
✨Prepare for Client Scenarios
Think about how you would handle various client scenarios. Be ready to discuss how you would provide high levels of service and manage client expectations. This shows that you can think on your feet and are prepared for real-world situations.
✨Showcase Your Communication Skills
Effective communication is key in this role. Prepare examples of how you've successfully communicated complex information in the past. Highlight your ability to liaise with different teams, as collaboration is essential in financial planning.
✨Demonstrate Your Commitment to Development
Express your eagerness to continue your professional development and increase your technical knowledge. Discuss any relevant courses or certifications you’re considering, as this shows your dedication to growing within the industry.
