Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support experienced advisors and assist in client relationship management.
- Company: Join a reputable wealth planning firm with a strong client base across the Home Counties.
- Benefits: Enjoy hybrid working, a competitive salary, study support, and performance bonuses.
- Why this job: Kickstart your career in financial planning while making a real impact on clients' lives.
- Qualifications: Ideally hold a Level 4 Diploma in Regulated Financial Planning or nearing completion.
- Other info: Mentorship opportunities available to help you grow and succeed.
The predicted salary is between 27000 - 45000 £ per year.
Servicing existing clients, mentoring available.
Offices near Hemel Hempstead (Hertfordshire). Hybrid working offered.
Salary: Up to £45,000 (DOE) & Study Support & Bonuses.
Are you passionate about helping people secure their financial future? Looking to take your first step into a rewarding and dynamic career in financial planning? We’re looking for an ambitious and driven Trainee Financial Advisor to join our client's growing team. This is a fantastic opportunity to learn from experienced professionals, build your knowledge of financial products and regulations, and work towards becoming a fully qualified Financial Advisor.
My client is a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families, and SME owners based across the Home Counties, Surrey, Sussex, Kent, and Hertfordshire. In their current setup, they manage the affairs of 500+ clients with assets ranging from £100k - £1m+. The advisers consult on pensions, investments, tax planning, cashflow modelling, and retirement planning.
You will ideally be Level 4 Diploma in Regulated Financial Planning or 1 or 2 papers away from qualifying.
You will:
- Shadow experienced advisors and support the advice process from start to finish.
- Build strong relationships with clients, understanding their needs and goals.
- Assist in preparing suitability reports, client reviews, and investment recommendations.
- Learn how to manage and grow a client portfolio ethically and compliantly.
If this role sounds of interest or any other roles I am working on please get in touch - samn@financialdivisions.co.uk
Trainee Financial Advisor employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, especially those who are already working as Financial Advisors. Attend local finance-related events or webinars to meet potential mentors and gain insights into the industry.
✨Tip Number 2
Familiarise yourself with the latest financial products and regulations. This knowledge will not only help you during interviews but also demonstrate your commitment to the role and the industry.
✨Tip Number 3
Consider reaching out to current employees at the firm to learn more about their experiences. This can provide you with valuable information about the company culture and expectations, which you can use to tailor your approach.
✨Tip Number 4
Prepare thoughtful questions to ask during your interview. This shows your genuine interest in the role and helps you stand out as a candidate who is eager to learn and grow within the company.
We think you need these skills to ace Trainee Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Trainee Financial Advisor. Familiarise yourself with the skills required, such as client relationship management and financial product knowledge.
Tailor Your CV: Highlight any relevant experience or qualifications that align with the job description. If you have completed any financial planning courses or have experience in customer service, be sure to emphasise these in your CV.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for helping clients secure their financial future. Mention why you are interested in this specific role and how your background makes you a suitable candidate.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at Financial Divisions
✨Research the Company
Before your interview, take some time to learn about the wealth planning firm and its values. Understanding their approach to financial advice and their client base will help you tailor your responses and show genuine interest.
✨Prepare for Common Questions
Anticipate questions related to your understanding of financial products, regulations, and your motivation for becoming a Financial Advisor. Practising your answers can help you feel more confident during the interview.
✨Showcase Your Soft Skills
As a Trainee Financial Advisor, building relationships with clients is crucial. Highlight your communication skills, empathy, and ability to listen actively. Share examples from past experiences where you've successfully interacted with clients or team members.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the firm's culture, training opportunities, and career progression. This not only shows your enthusiasm but also helps you assess if the company is the right fit for you.
