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- Tasks: Support Financial Advisers with client reviews and financial planning.
- Company: Reputable wealth management firm focused on career development.
- Benefits: Competitive salary, training support, pension structure, and study allowance.
- Why this job: Kickstart your finance career with structured training and real client interactions.
- Qualifications: Motivated individuals with a strong interest in financial advice.
- Other info: Join a supportive team and progress to a fully qualified Financial Adviser.
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.
In this role, you will support Financial Advisers with client reviews, data gathering, and preparation of financial planning recommendations. You will develop an understanding of holistic financial advice across pensions, investments, protection, and tax-efficient planning, with clear progression into an Associate and fully qualified Financial Adviser role.
The ideal candidate is motivated, professional, and career-driven, with a strong interest in financial planning and a desire to gain qualifications and progress long-term within wealth management.
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 Corbridge employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Graduate Financial Advisor (Progression to CAS) in Corbridge
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial sector on LinkedIn or at local events. Building connections can lead to job opportunities that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial advice. We recommend role-playing with a friend or mentor to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your passion for financial planning during interviews. Share any relevant experiences, even if they’re from your studies or personal projects, to demonstrate your commitment to 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 Corbridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Graduate Financial Advisor role. Highlight any relevant coursework or projects that showcase your interest in financial planning and wealth management.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for financial advice and how you see yourself growing within the company. Be genuine and let your personality come through.
Showcase Your Communication Skills: Since this role involves building client relationships, emphasise your communication skills in your application. Mention any experiences where you've successfully interacted with clients or worked in a team setting.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets the attention it deserves, and you can easily keep track of your application status!
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Financial Basics
Brush up on your knowledge of financial planning, pensions, investments, and tax-efficient strategies. Being able to discuss these topics confidently will show your genuine interest in the role and help you stand out.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask during your interview. This could be about the company's approach to client relationships or the training process for the Level 4 Diploma. It shows you're engaged and eager to learn more about the role.
✨Showcase Your Communication Skills
As a Graduate Financial Advisor, strong communication is key. Practice articulating your thoughts clearly and concisely. You might even want to do a mock interview with a friend to get comfortable discussing your experiences and aspirations.
✨Demonstrate Your Motivation
Express your career ambitions and how they align with the company's values. Share your long-term goals in wealth management and how you plan to achieve them through the support and training offered by the firm.
