Graduate Financial Advisor: Training toward Diploma & CAS in Bath
Graduate Financial Advisor: Training toward Diploma & CAS

Graduate Financial Advisor: Training toward Diploma & CAS in Bath

Bath Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support advisers in client meetings and financial reviews while pursuing your Diploma in Financial Advice.
  • Company: Reputable wealth management firm with a focus on career growth.
  • Benefits: Salary of £30,000 - £35,000, training, pension structure, and progression opportunities.
  • Why this job: Kickstart your finance career with professional qualifications and real-world experience.
  • Qualifications: Strong interest in financial advice and eagerness to learn.
  • Other info: Join a dynamic team in Newcastle with excellent career advancement potential.

The predicted salary is between 30000 - 35000 £ per year.

A recruitment agency is seeking a Graduate Financial Advisor in Newcastle. The role offers a salary of £30,000 - £35,000 plus progression, training, and a pension structure.

The ideal candidate will have a strong interest in financial advice and will work toward a Diploma in Financial Advice while supporting advisers in client meetings and financial reviews.

This position promises career growth and professional qualification opportunities within a reputable wealth management firm.

Graduate Financial Advisor: Training toward Diploma & CAS in Bath employer: Ernest Gordon Recruitment Limited

Join a reputable wealth management firm in Newcastle, where you will not only receive a competitive salary but also benefit from comprehensive training and support as you work towards your Diploma in Financial Advice. Our collaborative work culture fosters professional growth and offers clear pathways for career advancement, making it an ideal environment for aspiring financial advisors seeking meaningful and rewarding employment.
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Contact Detail:

Ernest Gordon Recruitment Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Graduate Financial Advisor: Training toward Diploma & CAS in Bath

✨Tip Number 1

Network like a pro! Reach out to professionals in the financial sector on LinkedIn or at local events. We can’t stress enough how valuable personal connections can be in landing that Graduate Financial Advisor role.

✨Tip Number 2

Prepare for those interviews! Research common questions for financial advisory roles and practice your answers. We recommend doing mock interviews with friends or using online resources to boost your confidence.

✨Tip Number 3

Show your passion for finance! During interviews, share your enthusiasm for financial advice and how you plan to support advisers. We want to see that you’re genuinely interested in helping clients achieve their financial goals.

✨Tip Number 4

Apply through our website! It’s the easiest way to get your application noticed. We make it simple for you to showcase your skills and interest in the Graduate Financial Advisor position, so don’t miss out!

We think you need these skills to ace Graduate Financial Advisor: Training toward Diploma & CAS in Bath

Financial Advice Knowledge
Client Meeting Support
Financial Review Skills
Diploma in Financial Advice
Career Growth Orientation
Professional Qualification Pursuit
Communication Skills
Analytical Skills
Attention to Detail

Some tips for your application 🫡

Show Your Passion for Finance: When writing your application, let us see your enthusiasm for financial advice. Share any relevant experiences or interests that highlight why you're keen on this field. We want to know what drives you!

Tailor Your CV and Cover Letter: Make sure your CV and cover letter are tailored specifically for the Graduate Financial Advisor role. Highlight your skills and experiences that align with the job description. This shows us you’ve done your homework and are genuinely interested.

Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon unless it’s relevant. We appreciate a well-structured application that’s easy to read and understand.

Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application directly. Plus, it ensures you’re following the right process to get your foot in the door with us.

How to prepare for a job interview at Ernest Gordon Recruitment Limited

✨Know Your Financial Stuff

Brush up on your financial knowledge before the interview. Understand key concepts related to financial advice, investment strategies, and the importance of client relationships. This will show your genuine interest in the role and help you engage in meaningful discussions.

✨Showcase Your Communication Skills

As a Graduate Financial Advisor, you'll need to communicate complex information clearly. Practice explaining financial concepts in simple terms. During the interview, demonstrate your ability to listen actively and respond thoughtfully to questions.

✨Prepare Questions for Them

Interviews are a two-way street! Prepare insightful questions about the company's training programmes, career progression, and the team you'll be working with. This shows your enthusiasm for the role and helps you assess if the company is the right fit for you.

✨Dress the Part

First impressions matter! Dress professionally to convey that you take the opportunity seriously. A smart outfit can boost your confidence and set a positive tone for the interview.

Graduate Financial Advisor: Training toward Diploma & CAS in Bath
Ernest Gordon Recruitment Limited
Location: Bath
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