Trainee Financial Adviser in Nottingham
Trainee Financial Adviser

Trainee Financial Adviser in Nottingham

Nottingham Trainee 19200 - 28800 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our team as a Trainee Financial Adviser and learn the ropes of financial planning.
  • Company: Dynamic financial planning firm in Nottingham with a focus on growth and development.
  • Benefits: Flexible working, 25 days holiday, private medical insurance, and full exam support.
  • Why this job: Kickstart your career in finance with structured training and real client experience.
  • Qualifications: Ambitious individuals eager to learn and grow in financial services.
  • Other info: Enjoy team outings and a supportive environment for career advancement.

The predicted salary is between 19200 - 28800 £ per year.

We’re seeking an ambitious and motivated individual to join our growing team as a Trainee Financial Planner. This is an excellent opportunity for someone looking to build a long-term career in financial planning, with a clear and structured development pathway supported by full exam funding and on-the-job training.

Development Pathway

  • Year 1: Complete all Diploma-level exams within 12 months while working in Client Services to gain a strong understanding of client management and financial operations.
  • Year 2: Move into Paraplanning for six months to develop technical and report-writing skills.
  • Year 3: Transition into a Financial Planner position with full client-facing responsibilities.

Benefits

  • Flexible working after probation.
  • Pro rata holiday entitlement is 25 days per annum plus public holidays, and an extra day off should your birthday fall on a working day.
  • 4 x Death in Service scheme.
  • Access to Private Medical Insurance scheme after 12 months service. This is treated as a P11D benefit.
  • Full exam support.
  • Periodic staff days out.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Trainee Financial Adviser in Nottingham employer: Eden Rose

Join our dynamic team in Nottingham as a Trainee Financial Adviser, where we prioritise your professional growth with a structured 2.5-year development pathway and full exam funding. Enjoy a supportive work culture that values flexibility, offers generous holiday entitlement, and provides unique benefits like a birthday day off and access to private medical insurance after 12 months. This is not just a job; it's a meaningful career opportunity in financial planning, designed for ambitious individuals ready to make a difference.
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Contact Detail:

Eden Rose Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Trainee Financial Adviser in Nottingham

✨Tip Number 1

Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.

✨Tip Number 2

Prepare for interviews by researching the company and practising common interview questions. Show them you’re not just another candidate; demonstrate your passion for financial planning and how you fit into their team.

✨Tip Number 3

Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which are key traits for a Trainee Financial Adviser.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!

We think you need these skills to ace Trainee Financial Adviser in Nottingham

Client Management
Financial Operations Understanding
Technical Skills
Report Writing
Diploma-level Financial Exams
Communication Skills
Motivation
Ambition
Adaptability
Teamwork
Attention to Detail
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Trainee Financial Adviser role. Highlight any relevant coursework or experience in client management and financial operations to catch our eye!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial planning and why you’re excited about this opportunity. We love seeing genuine enthusiasm and motivation.

Showcase Your Ambition: We’re looking for someone ambitious, so don’t be shy about sharing your career goals. Let us know how you see yourself growing within the company and how you plan to tackle the structured development pathway.

Apply Through Our Website: To make sure your application gets to us quickly and efficiently, apply directly through our website. It’s the best way to ensure we see your application and can get back to you as soon as possible!

How to prepare for a job interview at Eden Rose

✨Know Your Financial Stuff

Brush up on basic financial concepts and terminology. Being able to discuss topics like investment strategies, risk management, and client relationship management will show your enthusiasm and readiness for the role.

✨Show Your Ambition

This position is all about growth and development. Be prepared to talk about your career goals and how you see yourself progressing through the structured pathway. Highlight any relevant experiences that demonstrate your motivation and commitment.

✨Prepare Questions

Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in the Trainee Financial Adviser role. This shows you're genuinely interested and engaged.

✨Practice Makes Perfect

Conduct mock interviews with friends or family. Focus on articulating your thoughts clearly and confidently. Practising common interview questions can help ease nerves and ensure you present your best self on the day.

Trainee Financial Adviser in Nottingham
Eden Rose
Location: Nottingham
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  • Trainee Financial Adviser in Nottingham

    Nottingham
    Trainee
    19200 - 28800 £ / year (est.)
  • E

    Eden Rose

    50-100
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