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- Tasks: Join us as a Trainee Financial Adviser, helping clients and growing your own portfolio.
- Company: We're an expanding Wealth Management firm with a stellar reputation for client service.
- Benefits: Enjoy competitive salary, OTE earnings, and support during your transition into financial advice.
- Why this job: This role offers growth, client interaction, and the chance to make a real impact in finance.
- Qualifications: Diploma qualified individuals with industry experience or those close to obtaining their diploma are welcome.
- Other info: We provide training and support for up to a year to help you succeed in your new role.
The predicted salary is between 30000 - 42000 £ per year.
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 or account manager 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 individual 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, clients and OTE earnings is on offer but all open to negotiation. To be considered for this genuinely excellent opportunity, please get in touch as soon as possible to discuss confidentially with Alison Curran.
Trainee / Junior Financial Adviser - Diploma qualified employer: Eden Scott
Contact Detail:
Eden Scott Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee / Junior Financial Adviser - Diploma qualified
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events, webinars, or local meetups to connect with potential mentors and colleagues who can provide insights and possibly refer you to opportunities at firms like ours.
✨Tip Number 2
Research the company thoroughly. Understand our values, client base, and the services we offer. This knowledge will help you tailor your conversations and demonstrate your genuine interest in joining our team.
✨Tip Number 3
Prepare to discuss your experience in client management and how it relates to financial advising. Be ready to share specific examples of how you've successfully managed client relationships in your previous roles.
✨Tip Number 4
Showcase your motivation and willingness to learn. Highlight any relevant training or courses you've undertaken, and express your eagerness to gain your CAS status and develop your skills further within our supportive environment.
We think you need these skills to ace Trainee / Junior Financial Adviser - Diploma qualified
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, client management, or paraplanning. Emphasise any diploma qualifications and specific skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation for transitioning into a financial adviser role. Mention your industry experience and how it prepares you for this position, as well as your eagerness to learn and grow within the company.
Highlight Client Management Experience: In your application, specifically mention any experience you have in managing client relationships. This is crucial for the role, so provide examples of how you've successfully interacted with clients in previous positions.
Show Enthusiasm for Learning: Express your willingness to learn and adapt, especially if you're transitioning from a tied environment. Highlight any relevant training or courses you are currently undertaking to obtain your diploma, showing your commitment to professional development.
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 sector. Share any relevant experiences or stories that highlight your interest in helping clients manage their finances effectively.
✨Demonstrate Client Management Skills
Since the role involves acquiring and managing clients, be prepared to discuss your previous experience in client management. Highlight specific examples where you successfully built relationships or resolved client issues.
✨Prepare for Technical Questions
Brush up on your financial knowledge and be ready to answer technical questions related to financial products and services. This will show that you are serious about transitioning into a financial adviser role.
✨Ask Insightful Questions
Prepare thoughtful questions to ask during the interview. Inquire about the company's approach to client management, training opportunities, and how they support new advisers in their development.
