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- Tasks: Support Financial Advisers with client reviews and financial planning recommendations.
- Company: Reputable wealth management firm offering structured training and career progression.
- Benefits: Competitive salary, pension structure, studying allowance, and professional qualifications.
- Why this job: Kickstart your career in financial advice with mentorship and real client interactions.
- Qualifications: Strong interest in financial planning and willingness to study for Level 4 Diploma.
- Other info: Join a supportive team with excellent long-term career development 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.
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.
Training Financial Advisor (Progression to CAS) in Newcastle upon Tyne employer: Ernest Gordon Recruitment
Contact Detail:
Ernest Gordon Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Training Financial Advisor (Progression to CAS) in Newcastle upon Tyne
✨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 job opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial advice. We recommend role-playing with a friend to boost your confidence and refine your responses.
✨Tip Number 3
Showcase your passion for financial planning during interviews. Share any relevant experiences or projects that highlight your interest and 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, and we’re always on the lookout for motivated candidates like you.
We think you need these skills to ace Training Financial Advisor (Progression to CAS) in Newcastle upon Tyne
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 becoming a Financial Adviser. Share your career ambitions and how you see yourself growing within our supportive team environment.
Showcase Your Motivation: In your application, let us know what drives you to pursue a career in financial planning. We love candidates who are eager to learn and grow, so don’t hold back on sharing your enthusiasm!
Apply Through Our Website: For the best chance of success, make sure to apply directly through our website. This way, we can easily track your application and get back to you quicker!
How to prepare for a job interview at Ernest Gordon Recruitment
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially around pensions, investments, and tax-efficient strategies. Being able to discuss these topics confidently will show your genuine interest in the role and help you connect with the interviewers.
✨Showcase Your Communication Skills
Since this role involves building client relationships, practice articulating your thoughts clearly and concisely. Consider doing mock interviews with friends or family to refine your ability to explain complex financial concepts in simple terms.
✨Demonstrate Your Motivation
Be ready to share why you're passionate about a career in financial advice. Discuss your long-term goals and how you see yourself progressing within the company. This will highlight your commitment to personal and professional growth.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's training programmes and career progression opportunities. This not only shows your enthusiasm for the role but also helps you gauge if the company aligns with your career aspirations.
