At a Glance
- Tasks: Assist clients with financial planning and build strong relationships.
- Company: Join an award-winning independent financial advice firm in a beautiful countryside setting.
- Benefits: Earn up to £75,000, enjoy 28 days holiday, early finish Fridays, and free parking.
- Other info: Work in a supportive team with excellent career growth opportunities.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Experience in financial advisory or professional services; keen to learn and build relationships.
The predicted salary is between 49500 - 60500 £ per year.
The Role
I am recruiting a Trainee Financial Adviser on behalf of Austyn Smith Associates, an award winning, independent Financial Advice firm, based in Beaconsfield, Buckinghamshire (HP9).
The Opportunity
Working alongside Austyn Smith, the Director and principal Adviser, you will attend client meetings, building relationships and preparing recommendations and, when your skills and experience allow, take full responsibility for providing clients with an exceptional financial planning service. This is an employed Trainee Financial Adviser role, where you will be servicing an established portfolio of high-net-worth clients – there is no requirement to sell as the business continues to grow through reputation and recommendation.
The Person
We will consider both candidates who have experience gained working in a financial advisory environment (perhaps as a Financial Planning Assistant, a Paraplanner, an Associate Financial Planner or a recently qualified Financial Adviser who is looking for an employed role in a goals based Financial Planning firm) AND career changers, who have a wealth of experience gained in a professional services environment and who can demonstrate a commitment to transitioning into Financial Advice.
The successful Trainee Financial Adviser will be passionate about making a difference to peoples’ lives - intelligent, keen to learn, proactive, and detail orientated. They will be a warm relationship builder, confident, empathetic and emotionally intelligent with the ability to communicate complex matters simply, building trust and engendering confidence.
Salary and Benefits
- Salary: up to £75,000 (dependant on experience)
- 28 days holiday
- Bank holidays
- Early finish Friday
- Pension
- Free parking
- The opportunity for bonus and shares in the business
- Rewarding your commitment and the contribution you make.
Location
As the majority of client meetings are held in the office, the successful candidate will be located within an easy commute of Beaconsfield (HP9) – the offices are beautiful (a spacious, air-conditioned converted barn in a countryside location, only 2 miles from Beaconsfield and with easy access to the M40). Free parking is provided.
The Company
Austyn Smith Associates is an award winning (Professional Adviser’s Firm of the Year and Citywire’s Top 100 Firm), independent wealth management and financial planning firm. They deliver goals-based life planning and financial strategy, helping business people, entrepreneurs and retirees improve their lives on both a financial and personal level. They advocate cautious wealth management, providing their clients with clarity, reassurance and peace of mind.
Skills and Experience Required
- Experience gained in a financial advisory environment OR a wealth of experience gained in a professional services environment, with a commitment to transitioning into financial advice.
- Intelligent and keen to learn, preferably part or fully level 4 Diploma qualified (DipPFS or equivalent).
- A skilled client relationship builder with exceptional interpersonal skills, who is confident, caring, trustworthy and emotionally intelligent.
- An exceptional communicator, both verbally and in writing.
- A proactive team player who is analytical, organised, with a keen eye for detail.
Trainee Financial Adviser in Beaconsfield employer: CV Elite Limited
David Smith Financial Services is an exceptional employer, offering a supportive and family-oriented work culture that values each team member's contributions. With competitive benefits including generous holiday allowances, flexible working options, and a commitment to ongoing professional development, employees are empowered to grow within a dynamic and ambitious environment. Located in Loughton, Essex, this independent Chartered Financial Planning firm fosters a sense of belonging and collaboration, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Adviser in Beaconsfield
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like CV Elite Limited. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Financial Adviser in Beaconsfield
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 CV Elite Limited.
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 CV Elite Limited
✨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 CV Elite Limited.
✨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 CV Elite Limited.
