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- Tasks: Support advisers in client meetings and financial reviews while learning about wealth management.
- Company: Reputable wealth management firm focused on career development and client relationships.
- Benefits: Salary of £30,000 - £35,000, training support, pension structure, and study allowance.
- Why this job: Kickstart your career in finance with structured training and mentorship towards becoming a qualified adviser.
- Qualifications: Interest in financial advice; willingness to study for Level 4 Diploma in Financial Advice.
- Other info: Join a supportive team with excellent opportunities for professional growth.
The predicted salary is between 30000 - 35000 £ per year.
Salary: 30,000 - 35,000 + Progression and Training + Pension structure + Studying allowance
Are you looking to start a career in financial advice and wealth management, with the ambition to become a fully qualified Financial Adviser through structured training and support? Do you want to join a company that offers long-term career development, professional qualifications, and the opportunity to build strong, trusted client relationships?
On offer is an excellent opportunity to join a supportive and professional team environment, with full training, mentoring, and support towards achieving the Diploma in Financial and Competent Adviser Status. You will work alongside experienced advisers, paraplanners, and support staff while developing your knowledge and skills within a highly reputable wealth management firm.
The Role
- Supporting advisers with client meetings and financial reviews
- Assisting with fact-finds, research, and suitability reports
- Learning financial planning across pensions, investments, protection, and tax planning
The Person
- Strong interest in financial advice and wealth management
- Working towards or willing to study for the Level 4 Diploma in Financial Advice
- Excellent communication and relationship-building skills
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Graduate Financial Advisor (Progression to CAS) in Bath employer: Ernest Gordon Recruitment Limited
Contact Detail:
Ernest Gordon Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Advisor (Progression to CAS) in Bath
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial advice sector on LinkedIn or at local events. Building connections can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by researching common questions in financial advisory roles. Practise your answers with a friend or in front of a mirror to boost your confidence and ensure you come across as knowledgeable and enthusiastic.
✨Tip Number 3
Showcase your passion for financial advice during interviews. Share any relevant experiences, even if they’re from your studies or personal projects. This will help you stand out as someone genuinely interested in the field.
✨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 the initiative to connect directly with us.
We think you need these skills to ace Graduate Financial Advisor (Progression to CAS) in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects your interest in financial advice and wealth management. Highlight any relevant experience or skills that align with the role, like communication and relationship-building abilities.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you're passionate about starting a career in financial advice. Share your ambitions and how you see yourself growing within our supportive team environment.
Showcase Your Willingness to Learn: Mention your commitment to studying for the Level 4 Diploma in Financial Advice. We love candidates who are eager to develop their skills and knowledge, so let us know how you plan to achieve this!
Apply Through Our Website: For the best chance of success, make sure to apply through our website. This way, we can easily track your application and get back to you quickly. Plus, it shows you're serious about joining our team!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial advice and wealth management. Familiarise yourself with key concepts like pensions, investments, and tax planning. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Practice Makes Perfect
Conduct mock interviews with a friend or family member. Focus on common interview questions for financial advisors, such as your approach to client relationships and how you handle financial reviews. The more you practice, the more comfortable you'll feel during the actual interview.
✨Showcase Your Communication Skills
Since this role requires excellent communication and relationship-building skills, be prepared to demonstrate these during your interview. Use clear, concise language and provide examples of how you've successfully communicated complex information in the past.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask the interviewer about the company’s training programmes and career progression opportunities. This shows that you're not just interested in the job, but also in your long-term growth within the company.
