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- Tasks: Support advisers with admin tasks and prepare client documents while learning financial planning basics.
- Company: Leading financial planning firm in Manchester with a focus on growth and support.
- Benefits: Fully funded qualifications, structured development path, and a supportive team environment.
- Why this job: Kickstart your career in finance with hands-on experience and professional growth opportunities.
- Qualifications: Detail-oriented, strong communication skills, and a genuine interest in financial planning.
- Other info: Join a dynamic team that invests in your future.
The predicted salary is between 1200 - 1800 £ per month.
A leading financial planning firm in Manchester is looking for a Trainee Financial Planning Administrator to start a rewarding career. This role involves supporting advisers with administrative tasks, preparing client documents, and learning the fundamentals of financial planning. The firm offers fully funded qualifications and a structured development path.
Ideal candidates are detail-oriented, have strong communication skills, and a genuine interest in financial planning. Join a team that invests in your growth and offers a supportive environment.
Trainee Financial Planner Admin | Funded Qualifications in Manchester employer: Ellis James Partners Ltd
Contact Detail:
Ellis James Partners Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner Admin | Funded Qualifications in Manchester
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning field on LinkedIn or at local events. Building connections can open doors and give you insider info about job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just interested in any job, but specifically in their firm and what they stand for. Tailor your answers to reflect their mission!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your interest in financial planning and how your skills align with the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Trainee Financial Planner Admin | Funded Qualifications in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Financial Planning Administrator role. Highlight any relevant administrative experience and your interest in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and explain why you’re a great fit for our team. Don’t forget to mention how you align with our values and commitment to growth.
Showcase Your Attention to Detail: As a financial planning admin, attention to detail is key. Make sure your application is free from typos and errors. A polished application shows us you’re serious about the role and ready to support our advisers effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, you’ll get to see more about what we do!
How to prepare for a job interview at Ellis James Partners Ltd
✨Know Your Financial Basics
Before the interview, brush up on the fundamentals of financial planning. Understand key concepts and terminology that might come up during the conversation. This will not only show your genuine interest in the field but also help you engage more effectively with the interviewers.
✨Showcase Your Attention to Detail
As a Trainee Financial Planning Administrator, being detail-oriented is crucial. Prepare examples from your past experiences where your attention to detail made a difference. Whether it’s in school projects or previous jobs, having specific instances ready will demonstrate your capability.
✨Practice Your Communication Skills
Strong communication skills are essential for this role. Consider doing mock interviews with friends or family to practice articulating your thoughts clearly. Focus on explaining complex ideas simply, as this is a key skill in financial planning.
✨Express Your Enthusiasm for Learning
The firm offers fully funded qualifications, so make sure to express your eagerness to learn and grow within the role. Share your career aspirations and how you see this position as a stepping stone in your professional journey. This will resonate well with the interviewers who value growth.
