Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist in providing top-notch financial planning advice to clients daily.
- Company: Join a dynamic Manchester firm dedicated to inclusive financial planning for all.
- Benefits: Enjoy a competitive salary, monthly bonuses, and extensive training opportunities.
- Why this job: Make a real impact by helping those excluded from financial planning while developing your skills.
- Qualifications: Level 4 qualified or close, with confidence in pensions and a desire to work in an office.
- Other info: Be part of a forward-thinking team focused on innovation and client satisfaction.
The predicted salary is between 18000 - 42000 £ per year.
This Manchester financial planning business is the epitome of different. A traditional IFA practice it isn’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.
Along the way you’ll get training. Combine that with the many conversations you’ll have with clients each day and your development will be considerable. It has an energy and a restlessness to get better. And this success has led to major investment in its infrastructure (people and technology).
Salary is c£30,000 and there’s a bonus paid each month based on the number of conversions made. Depending on performance that’s an extra £500 - £1,000 per month.
HERE'S WHAT YOU'LL NEED:
- You’ll be level 4 qualified (or close to) and be confident around pensions.
- You will want to and enjoy working in an office environment.
Trainee Financial Planning Assistant employer: Exchange Street Recruitment
Contact Detail:
Exchange Street Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning, especially around pensions. This will not only help you in conversations during interviews but also show your genuine interest in the field.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who work in firms that focus on inclusivity. Attend relevant events or webinars to make connections and gain insights.
✨Tip Number 3
Prepare to discuss how you can contribute to tackling pension poverty. Think of specific examples or ideas that align with the company's mission to provide financial advice to a broader audience.
✨Tip Number 4
Show enthusiasm for the training opportunities offered by the company. Be ready to explain how you plan to leverage these opportunities for your personal and professional growth within the role.
We think you need these skills to ace Trainee Financial Planning Assistant
Some tips for your application 🫡
Understand the Company Culture: Get to know the ethos of the financial planning business. Highlight your alignment with their mission to provide inclusive financial advice, especially for those who feel excluded from traditional financial planning.
Tailor Your CV: Make sure your CV reflects your qualifications and experience relevant to the role. Emphasise any experience you have in financial planning or working with clients, particularly in relation to pensions.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the challenges faced by clients. Mention your level 4 qualification and how it prepares you for this role.
Showcase Your Communication Skills: In your application, demonstrate your ability to communicate effectively. Since the role involves daily conversations with clients, highlight any previous experience where you've successfully engaged with clients or stakeholders.
How to prepare for a job interview at Exchange Street Recruitment
✨Show Your Passion for Financial Planning
Make sure to express your enthusiasm for financial planning during the interview. Talk about why you want to help people with their finances and how you believe in the mission of tackling pension poverty. This will resonate well with the company's values.
✨Demonstrate Your Knowledge of Pensions
Since the role requires confidence around pensions, brush up on your knowledge before the interview. Be prepared to discuss recent changes in pension regulations or common challenges clients face. This will show that you're proactive and knowledgeable.
✨Highlight Your Communication Skills
As you'll be having many conversations with clients, it's crucial to showcase your communication skills. Share examples of how you've effectively communicated complex information in the past, whether in a professional or educational setting.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the training process, the company culture, or how they measure success in client interactions. This demonstrates your genuine interest in the role and the company.
