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- Tasks: Deliver financial advice and manage client portfolios while progressing through a structured development programme.
- Company: Join a boutique financial planning firm in Brighton, known for tailored services to High-Net-Worth individuals.
- Benefits: Enjoy a competitive salary, bonus potential, full exam funding, and long-term career progression.
- Why this job: Be part of a respected team with a strong reputation for developing successful advisers and making an impact.
- Qualifications: Level 4 qualified (or near completion) with at least 3 years' experience in financial advice or wealth management.
- Other info: This is an employed position with a clear path to becoming a fully-fledged adviser.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced wealth management professional looking to take the next step into financial advice? We’re excited to be partnering with a boutique financial planning and investment management firm based in Brighton. They’re seeking a Trainee Financial Planner to join their team on an employed basis. This is a fantastic opportunity to become part of a well-regarded, boutique firm providing tailored financial planning services to High-Net-Worth individuals across the South Coast.
You'll be working alongside a team of seasoned financial planners with an excellent industry reputation and a proven track record of developing successful advisers.
What you’ll be doing:
- Delivering financial advice on pensions, investments, insurance, and protection.
- Managing an existing portfolio of clients located on the South Coast.
- Progressing through a structured development programme with the goal of achieving Competent Adviser Status (CAS).
What you need to apply:
- A strong understanding of the advice process and experience in a regulated environment.
- Level 4 qualified (or near completion).
- At least 3 years’ experience in a financial advice or wealth management firm.
What’s in it for you:
- Competitive salary up to £50,000 + bonus.
- Clear path to becoming a fully-fledged adviser in a respected firm.
- Full exam funding and support.
- Long-term progression opportunities in a forward-thinking business.
To apply, click the button or reach out directly to Dan: Daniel@enable-recruitment.co
Trainee Financial Planner employer: enable recruitment | B Corp™
Contact Detail:
enable recruitment | B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work in boutique firms. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the firm.
✨Tip Number 2
Research the specific financial planning services offered by the firm and be prepared to discuss how your experience aligns with their approach. Tailoring your conversation to their unique offerings can demonstrate your genuine interest in the position.
✨Tip Number 3
Consider reaching out to current or former employees of the firm on professional networking sites. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach during interviews.
✨Tip Number 4
Stay updated on the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and regulatory changes will not only boost your confidence but also impress your interviewers with your commitment to the profession.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Planner. Familiarise yourself with the advice process and the specific requirements mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in financial advice or wealth management. Emphasise your Level 4 qualification status and any specific achievements that demonstrate your understanding of the advice process.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to grow within the industry. Mention your experience in a regulated environment and how it aligns with the firm's values.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. A polished application reflects your attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at enable recruitment | B Corp™
✨Showcase Your Knowledge of Financial Products
Make sure to brush up on your understanding of pensions, investments, and insurance products. Being able to discuss these topics confidently will demonstrate your readiness for the role and your commitment to providing tailored financial advice.
✨Highlight Relevant Experience
With at least three years in a financial advice or wealth management firm, be prepared to share specific examples of your past experiences. Discuss how you've managed client portfolios and any successes you've had in delivering financial advice.
✨Express Your Commitment to Development
Since this role involves progressing through a structured development programme, convey your enthusiasm for continuous learning. Talk about your journey towards achieving Competent Adviser Status (CAS) and how you plan to leverage the support offered by the firm.
✨Prepare Questions for the Interviewers
Demonstrate your interest in the firm by preparing thoughtful questions. Ask about their approach to client relationships, the team dynamics, and how they support the development of their advisers. This shows that you're not just interested in the position, but also in the firm's culture and values.
