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- Tasks: Join the advice team, lead client consultations, and present financial advice.
- Company: A dynamic Manchester financial planning firm focused on inclusive financial advice.
- Benefits: Enjoy a competitive salary, monthly bonuses, and extensive training opportunities.
- Why this job: Be part of a mission-driven company that values collaboration and personal growth.
- Qualifications: Level 4 qualified or close, with confidence in pensions and a desire to advise.
- Other info: Potential for future stake in the business as it grows.
The predicted salary is between 24000 - 36000 £ per year.
\”This is Manchester. We do things differently here\” (Tony Wilson).
This Manchester financial planning business is the epitome of different. A traditional IFA practice it ain\’t.
It still proudly provides first class financial advice (Trustpilot will tell you that). But it has a clear mission – to give great financial planning advice whether someone has £20,000 or £250,000.
That means tackling pension poverty. It means giving much needed peace of mind to the tens of thousands of people who feel excluded from financial planning. And it means tackling the advice gap.
Which is where you come in.
You\’ll join the firm\’s advice team and will be speaking to clients from an early stage. To start with that means leading the initial consultation and doing a deep dive on each client\’s situation. But you\’ll also get to develop and become the adviser who presents the advice and signs it off.
Along the way you\’ll get training. A lot of it. The firm are big believers in it and they run three sessions per week for the existing team. Combine that with the many conversations you\’ll have with clients each day and your development will be considerable.
Because ultimately you get good at something by doing it. And the more you do of it the quicker and better you get. Sadly, glass ceilings are real and pathways to advice are limited in the wider market. But not here.
There are other benefits of working here too.
The company\’s vibe is more start up than established. It has an energy and a restlessness to get better. It has a belief in collaboration. This isn\’t somewhere where your ideas are waved away.
You\’ll not only get to become the planner you know you can be. You will also do it in a business that is growing and growing. And as it grows so will you.
That said it has had plenty of success already. AUM has risen to £70m in the past 16 months and it will soon be a £100m AUM business. And this success has led to major investment in its infrastructure (people and technology). It has paraplanners, a head of client journey, success managers and so on meaning that your time will be with clients, not paperwork.
Salary is c£30,000 and there\’s a bonus paid each month based on the number of conversions made. But you don\’t have to worry here – they work with the best lead generator around and conversions are 80% and growing. Depending on performance that\’s an extra £500 – £1,000 per month.
But it\’s not the package that will excite you. It\’s the mission. It\’s the chance to advise. It\’s the future of the business.
We can\’t say too much but let\’s just say it\’s worth keeping an open-mind about this opportunity. Because whilst the pay might not blow you away the company does have plans for wealth creation i.e. a stake in the business.
There will understandably be caveats here and it is not in place, yet. But they\’re a smart business who know if they want to achieve their ambitions you need to keep your staff. And this is the best way of doing so.
HERE\’S WHAT YOU\’LL NEED:
You\’ll be level 4 qualified (or close to) and be confident around pensions. The other two advisers are ex-paraplanners so that\’s a good starting point.
You\’ll be ready to advise. You\’ll learn on the job and have expectations placed on you quickly so need to be OK with that.
You\’ll be someone who knows they\’ll be a great adviser if only given the chance. There\’s a fine line between arrogance and confidence but you\’ll stay on the right side of it.
You\’ll be motivated by working for a firm with a mission. You\’ll want to start your advice journey now and make big strides quickly. It is a young, energetic, vibrant outfit and that will be important to you too.
You will want to and enjoy working in an office environment. The offices are fantastic and you\’ll know that working with your team will aid your development like nothing else.
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This job isn\’t for everyone. In fact we know it won\’t be right for the vast majority of aspiring planners. But for someone it will be perfect.
Think that might be you? Click apply or send us a way of contacting you. If you don\’t have a CV don\’t worry we can come to that later.
Everyone will receive a reply.
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Trainee Financial Planner employer: Exchange Street Claims ltd
Contact Detail:
Exchange Street Claims ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planner
✨Tip Number 1
Familiarise yourself with the company's mission and values. Understanding their approach to financial planning, especially their focus on tackling pension poverty and inclusivity, will help you align your conversation during interviews and demonstrate your genuine interest in their work.
✨Tip Number 2
Network with current employees or industry professionals who have experience in similar roles. Engaging in conversations about their experiences can provide valuable insights into the company culture and expectations, which you can leverage during your application process.
✨Tip Number 3
Prepare to discuss your understanding of pensions and financial advice. Since the role requires confidence around these topics, being able to articulate your knowledge and any relevant experiences will set you apart from other candidates.
✨Tip Number 4
Showcase your enthusiasm for learning and development. The firm places a strong emphasis on training, so expressing your eagerness to grow and adapt in a fast-paced environment will resonate well with the hiring team.
We think you need these skills to ace Trainee Financial Planner
Some tips for your application 🫡
Understand the Company Culture: Before applying, take some time to understand the unique culture of this Manchester financial planning business. Highlight your alignment with their mission to provide inclusive financial advice and your enthusiasm for working in a vibrant, collaborative environment.
Tailor Your CV: Make sure your CV reflects your qualifications and experiences relevant to the role of Trainee Financial Planner. Emphasise any experience you have with pensions or financial advising, even if it's informal, and showcase your eagerness to learn and grow within the company.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also expresses your passion for the company's mission. Share why you want to be part of a team that tackles pension poverty and the advice gap, and how you see yourself contributing to their goals.
Showcase Your Motivation: In your application, clearly convey your motivation to start your advisory journey now. Discuss your readiness to take on responsibilities quickly and your desire to develop into a great adviser, as this aligns with the company's focus on training and growth.
How to prepare for a job interview at Exchange Street Claims ltd
✨Understand the Company’s Mission
Before your interview, make sure you grasp the company's mission to provide financial advice to everyone, regardless of their wealth. This understanding will help you align your answers with their values and demonstrate your motivation to be part of their mission.
✨Show Your Passion for Financial Planning
Express your enthusiasm for becoming a financial planner and helping clients navigate their financial situations. Share any relevant experiences or insights that highlight your commitment to making a difference in people's lives through financial advice.
✨Prepare for Client Interaction Scenarios
Since you'll be leading initial consultations, think about how you would approach different client scenarios. Be ready to discuss how you would handle various situations, showing your ability to empathise and communicate effectively with clients from diverse backgrounds.
✨Demonstrate Your Willingness to Learn
The company values training and development, so emphasise your eagerness to learn on the job. Discuss any previous experiences where you quickly adapted to new roles or acquired new skills, showcasing your readiness to grow within the firm.
