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- Tasks: Join us as a Trainee Financial Adviser, helping to manage and grow our client base.
- Company: We're an expanding Wealth Management firm with a stellar reputation for quality service.
- Benefits: Enjoy a competitive salary, benefits package, and potential OTE earnings, all negotiable!
- Why this job: This is your chance to transition into financial advice and develop your career in a supportive environment.
- Qualifications: Must be diploma qualified with industry experience; ideal for paraplanners looking to advance.
- Other info: We offer up to a year of support to help you learn the ropes in this exciting role.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
An expanding Wealth Management firm are recruiting for a Trainee Financial Adviser, or Junior/Associate Adviser with a view to acquire existing clients and in due course develop their client base.
This is an excellent opportunity for a driven and motivated diploma qualified individual with industry experience to make the move to Financial Advice, gain their CAS status and grow an existing client base – ideal for an experienced paraplanner wanting to make the next step.They may also consider someone very close to obtaining diploma currently working within an IFA in a role such as a paraplanner or an adviser wanting to move from a tied environment with support.
The company has grown over the past few years adding to their already impressive existing client portfolio. Their outstanding reputation along with quality of service provided has ensured that the organisation has gone from strength to strength mainly due to referrals and enquiries.
With these changes, they seek an ambitious, client focussed and motivated invidiual with their diploma and client management experience to train up to be an adviser. Alternatively to smoothly transition to such a role perhaps from a tied environment to break out of a Corporate atmosphere and learn other products or ideally experienced Paraplanner to do beyond reports.
They would offer support when making the move to such a role with initial periods of up to a year if needed to learn the ropes if moving straight in to advice with no experience before – as long as the desire is there. The Financial Planners are so busy that there are clients which need retained and looked after.
A competitive salary, benefits package, clients and OTE earnings is on offer but all open to negotiations. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.
Junior Financial Adviser/ Trainee IFA (diploma qualified) employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Financial Adviser/ Trainee IFA (diploma qualified)
✨Tip Number 1
Make sure to highlight your diploma qualifications and any relevant industry experience during your conversations. This will show that you are serious about transitioning into a financial adviser role and have the foundational knowledge needed.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who are already working as financial advisers. They can provide valuable insights and may even refer you to opportunities within their firms.
✨Tip Number 3
Demonstrate your client management skills by discussing any past experiences where you've successfully managed client relationships. This will help you stand out as someone who can retain and grow the existing client base.
✨Tip Number 4
Be prepared to discuss your motivation for moving from a paraplanner or tied environment to a more advisory role. Show that you are eager to learn and adapt, which aligns with the company's supportive approach to training.
We think you need these skills to ace Junior Financial Adviser/ Trainee IFA (diploma qualified)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your diploma qualifications and any relevant experience in financial services. Emphasize your client management skills and any previous roles that demonstrate your ability to work with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation to transition into a financial adviser role. Mention your desire to grow a client base and how your background as a paraplanner or in a tied environment has prepared you for this opportunity.
Highlight Your Ambition: In your application, express your ambition and drive to succeed in the financial advice sector. Discuss your willingness to learn and adapt, especially if you're transitioning from a different role within the industry.
Research the Company: Familiarize yourself with the wealth management firm’s reputation and client portfolio. Mention specific aspects of their service quality or growth that resonate with you in your application to show genuine interest.
How to prepare for a job interview at Eden Scott
✨Show Your Passion for Financial Advice
Make sure to express your enthusiasm for the financial advice industry. Share your motivations for wanting to transition into this role and how your previous experience as a paraplanner or in a tied environment has prepared you for this opportunity.
✨Demonstrate Client Management Skills
Highlight any experience you have in managing client relationships. Discuss specific examples where you've successfully retained clients or provided exceptional service, as this will resonate with the company's focus on client satisfaction.
✨Prepare for Questions on Industry Knowledge
Be ready to discuss current trends in wealth management and financial planning. Research the company’s existing client portfolio and be prepared to talk about how you can contribute to their growth and reputation.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the support and training they offer for new advisers, as well as their approach to client acquisition and retention. This shows your genuine interest in the role and the company.
