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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: Strong interest in financial advice; willing to study for Level 4 Diploma in Financial Advice.
- Other info: Join a supportive team with excellent long-term career growth opportunities.
The predicted salary is between 30000 - 35000 £ per year.
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 North East 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 North East
✨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 the company and its values. We want you to show genuine interest in their mission and how you can contribute to their team. Practice common interview questions to boost your confidence!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that Graduate Financial Advisor role. We’re all about supporting your journey, so make sure your application stands out by tailoring it to the job description!
We think you need these skills to ace Graduate Financial Advisor (Progression to CAS) in North East
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 learn and grow, 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. Don’t forget to include an up-to-date CV!
How to prepare for a job interview at Ernest Gordon Recruitment Limited
✨Know Your Financial Stuff
Brush up on key financial concepts like pensions, investments, and tax planning. Being able to discuss these topics confidently will show your genuine interest in the field and help you connect with the interviewers.
✨Showcase Your Communication Skills
Since this role involves building client relationships, practice articulating your thoughts clearly. Consider doing mock interviews with friends or family to refine your ability to explain complex financial ideas in simple terms.
✨Demonstrate Your Willingness to Learn
Express your enthusiasm for studying towards the Level 4 Diploma in Financial Advice. Share any relevant courses or training you've undertaken, and be ready to discuss how you plan to continue your professional development.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company's training programmes and career progression opportunities. This shows you're serious about your future and eager to grow within the firm.
